+13.9%
SMCI vs AMBA
+16.7%
-2.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.1% | +0.1% | +3.2% |
| 7D | -12.7% | -7.2% | -5.5% | -9.3% |
| 30D | -36.0% | -10.4% | -25.6% | -32.3% |
| 3M | -2.1% | -30.1% | +28.0% | +16.0% |
| 6M | -17.0% | -22.4% | +5.4% | -13.2% |
| YTD | -1.7% | -17.3% | +15.6% | -2.3% |
| 1Y | -28.7% | -35.4% | +6.7% | -20.6% |
| 3Y | +13.9% | +18.6% | -4.8% | -18.1% |
| All | +13.9% | +16.7% | -2.9% | -18.1% |
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