+22.0%
QSR vs AMBA
+21.7%
+0.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | -0.1% |
| 7D | -2.9% | +2.7% | -5.6% | -3.0% |
| 30D | +4.1% | -2.2% | +6.3% | +4.1% |
| 3M | -0.7% | -26.6% | +26.0% | 0.0% |
| 6M | +0.4% | -26.8% | +27.2% | +0.7% |
| YTD | +13.5% | -15.1% | +28.7% | +12.3% |
| 1Y | +11.0% | -32.3% | +43.2% | +11.3% |
| 3Y | +22.0% | +19.8% | +2.2% | +11.6% |
| All | +22.0% | +21.7% | +0.3% | +11.6% |
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