+58.8%
QQQI vs AMBA
+12.3%
+46.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | +0.4% | -11.0% | +11.4% | +2.2% |
| 30D | +1.0% | -23.2% | +24.1% | +5.0% |
| 3M | -1.2% | -12.7% | +11.5% | -0.7% |
| 6M | +11.6% | +11.2% | +0.4% | +6.3% |
| YTD | +11.7% | -11.2% | +22.9% | +9.7% |
| 1Y | +18.7% | -22.5% | +41.2% | +17.9% |
| All | +58.8% | +12.3% | +46.4% | +38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling