+1,019.5%
STX vs AMBA
-54.5%
+1,074.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.1% | +6.6% |
| 7D | +2.4% | -11.0% | +13.3% | +6.0% |
| 30D | +1.4% | -23.2% | +24.6% | +9.7% |
| 3M | -8.2% | -12.7% | +4.5% | -5.6% |
| 6M | +127.0% | +11.2% | +115.8% | +115.1% |
| YTD | +209.1% | -11.2% | +220.4% | +210.0% |
| 1Y | +365.4% | -22.5% | +388.0% | +379.8% |
| 3Y | +1,135.4% | -1.3% | +1,136.7% | +1,010.1% |
| All | +1,019.5% | -54.5% | +1,074.0% | +945.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling