+372.1%
SONY vs AMBA
+12.8%
+359.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.3% | -5.1% | -0.7% |
| 7D | +6.1% | 0.0% | +6.1% | +5.8% |
| 30D | +12.2% | -8.6% | +20.8% | +13.4% |
| 3M | +15.3% | -29.0% | +44.3% | +21.2% |
| 6M | +34.3% | -19.2% | +53.5% | +34.0% |
| YTD | +5.7% | -13.0% | +18.7% | +2.9% |
| 1Y | -2.3% | -31.3% | +28.9% | -1.2% |
| 3Y | +67.1% | +28.1% | +39.0% | +41.9% |
| 5Y | +13.0% | -69.4% | +82.4% | +16.3% |
| 10Y | +372.1% | +7.6% | +364.4% | +236.7% |
| All | +372.1% | +12.8% | +359.3% | +236.7% |
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