+141.1%
QSR vs AMBA
+0.6%
+140.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.7% | -1.3% |
| 7D | -3.9% | +10.7% | -14.6% | -4.9% |
| 30D | +5.9% | -5.0% | +10.9% | +6.2% |
| 3M | +1.7% | -26.9% | +28.6% | +4.5% |
| 6M | -1.9% | -21.9% | +20.1% | -1.8% |
| YTD | +13.6% | -13.8% | +27.4% | +11.4% |
| 1Y | +13.1% | -36.1% | +49.2% | +14.7% |
| 3Y | +21.8% | +21.6% | +0.2% | +8.1% |
| 5Y | +57.2% | -68.8% | +126.0% | +60.1% |
| All | +141.1% | +0.6% | +140.5% | +78.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling