+192.5%
TECH vs AMBA
+4.3%
+188.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.4% |
| 7D | +0.2% | -2.7% | +2.9% | +0.6% |
| 30D | +0.5% | -10.5% | +11.0% | +2.4% |
| 3M | +1.1% | -26.4% | +27.5% | +6.7% |
| 6M | +51.0% | -20.9% | +71.9% | +51.1% |
| YTD | +24.4% | -14.8% | +39.2% | +20.7% |
| 1Y | +27.4% | -36.1% | +63.5% | +31.3% |
| 3Y | +28.5% | +20.2% | +8.3% | +8.6% |
| 5Y | -40.9% | -67.2% | +26.4% | -39.7% |
| 10Y | +192.5% | +4.9% | +187.6% | +115.1% |
| All | +192.5% | +4.3% | +188.2% | +115.1% |
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 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