+32.6%
SMH vs AMBA
-32.7%
+65.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.1% | -2.5% | +1.6% |
| 7D | -11.2% | -7.2% | -4.0% | -8.9% |
| 30D | -25.8% | -10.4% | -15.4% | -23.1% |
| 3M | -18.8% | -30.1% | +11.3% | -9.8% |
| 6M | -15.6% | -22.4% | +6.8% | -12.8% |
| YTD | +28.8% | -17.3% | +46.2% | +25.9% |
| 1Y | +32.6% | -35.4% | +67.9% | +33.0% |
| All | +32.6% | -32.7% | +65.3% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling