+51.8%
QQQI vs AMBA
+7.4%
+44.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | -0.7% |
| 7D | +3.3% | +2.7% | +0.7% | +2.9% |
| 30D | -5.8% | -2.2% | -3.6% | -5.5% |
| 3M | -5.0% | -26.6% | +21.6% | -0.8% |
| 6M | -3.2% | -26.8% | +23.6% | -1.0% |
| YTD | +6.8% | -15.1% | +21.9% | +5.3% |
| 1Y | +9.0% | -32.3% | +41.3% | +11.1% |
| All | +51.8% | +7.4% | +44.4% | +32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling