+5,368.3%
STX vs AMBA
+837.3%
+4,531.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.1% | +6.5% |
| 7D | +2.4% | -11.0% | +13.3% | +5.3% |
| 30D | +1.4% | -23.2% | +24.6% | +8.1% |
| 3M | -8.2% | -12.7% | +4.5% | -6.0% |
| 6M | +127.0% | +11.2% | +115.8% | +117.9% |
| YTD | +209.1% | -11.2% | +220.4% | +211.1% |
| 1Y | +365.4% | -22.5% | +388.0% | +379.6% |
| 3Y | +1,135.4% | -1.3% | +1,136.7% | +1,043.2% |
| 5Y | +991.5% | -54.2% | +1,045.7% | +1,003.7% |
| 10Y | +3,695.8% | -6.1% | +3,701.9% | +2,850.9% |
| All | +5,368.3% | +837.3% | +4,531.0% | +2,633.9% |
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