+96.1%
PSX vs AMBA
-35.5%
+131.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +1.6% |
| 7D | +6.4% | +10.7% | -4.3% | +6.5% |
| 30D | -10.2% | -5.0% | -5.1% | -10.3% |
| 3M | +17.2% | -26.9% | +44.1% | +16.6% |
| 6M | +51.8% | -21.9% | +73.7% | +51.6% |
| YTD | +108.0% | -13.8% | +121.8% | +107.4% |
| 1Y | +96.1% | -36.1% | +132.2% | +94.4% |
| All | +96.1% | -35.5% | +131.6% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling