+2,980.9%
SMCI vs AMBA
+799.6%
+2,181.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.8% | -2.2% |
| 7D | -11.5% | -2.6% | -8.8% | -10.7% |
| 30D | -33.6% | -10.5% | -23.1% | -31.0% |
| 3M | -11.7% | -26.4% | +14.8% | -2.8% |
| 6M | -21.4% | -20.9% | -0.5% | -18.3% |
| YTD | -5.1% | -14.8% | +9.7% | -3.8% |
| 1Y | -30.9% | -36.1% | +5.2% | -24.2% |
| 3Y | +4.5% | +20.2% | -15.8% | -6.0% |
| 5Y | +534.2% | -67.2% | +601.4% | +624.3% |
| 10Y | +1,062.8% | +5.0% | +1,057.8% | +823.0% |
| All | +2,980.9% | +799.6% | +2,181.4% | +1,583.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling