+58.2%
QQQI vs AMBA
+22.9%
+35.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.4% | -8.6% | -1.5% |
| 7D | +0.8% | +2.5% | -1.6% | +0.4% |
| 30D | +0.2% | -16.1% | +16.3% | +2.8% |
| 3M | +2.3% | +4.6% | -2.3% | 0.0% |
| 6M | +11.6% | +29.2% | -17.6% | +3.8% |
| YTD | +11.3% | -2.9% | +14.2% | +7.7% |
| 1Y | +17.4% | -18.7% | +36.1% | +15.9% |
| All | +58.2% | +22.9% | +35.4% | +35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling