+388.8%
SIMO vs AMBA
-0.9%
+389.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.1% | -5.1% |
| 7D | +4.1% | +2.7% | +1.4% | +3.4% |
| 30D | -24.0% | -2.2% | -21.8% | -23.0% |
| 3M | -31.8% | -26.6% | -5.1% | -24.9% |
| 6M | -36.9% | -26.8% | -10.1% | -32.0% |
| YTD | +84.8% | -15.1% | +100.0% | +89.1% |
| 1Y | +99.0% | -32.3% | +131.3% | +114.5% |
| 3Y | +217.9% | +19.8% | +198.1% | +180.8% |
| 5Y | +171.5% | -69.2% | +240.7% | +209.7% |
| All | +388.8% | -0.9% | +389.7% | +260.4% |
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 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