+56.3%
QSR vs AMBA
-70.4%
+126.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.1% | -7.2% | -1.5% |
| 7D | +7.3% | -7.2% | +14.5% | +7.7% |
| 30D | +11.9% | -10.4% | +22.3% | +12.5% |
| 3M | +7.5% | -30.1% | +37.6% | +9.7% |
| 6M | +2.5% | -22.4% | +24.9% | +2.4% |
| YTD | +17.0% | -17.3% | +34.3% | +15.5% |
| 1Y | +18.1% | -35.4% | +53.5% | +19.1% |
| 3Y | +28.6% | +18.6% | +10.0% | +16.7% |
| All | +56.3% | -70.4% | +126.7% | +53.8% |
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