+1,776.0%
SMCI vs AMBA
-5.3%
+1,781.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.4% |
| 7D | +9.7% | -6.4% | +16.1% | +12.1% |
| 30D | +29.3% | -26.8% | +56.2% | +44.1% |
| 3M | -8.5% | -7.6% | -0.9% | -7.8% |
| 6M | +28.6% | +21.2% | +7.4% | +15.8% |
| YTD | +37.5% | -10.4% | +47.9% | +36.5% |
| 1Y | +0.5% | -24.4% | +25.0% | +4.0% |
| 3Y | +43.4% | +6.0% | +37.5% | +30.0% |
| 5Y | +1,008.2% | -53.9% | +1,062.1% | +1,042.5% |
| 10Y | +1,776.0% | -6.2% | +1,782.2% | +1,336.7% |
| All | +1,776.0% | -5.3% | +1,781.3% | +1,336.7% |
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