+61.5%
WDC vs AMBA
-32.7%
+94.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.1% | -7.6% | -4.2% |
| 7D | -28.0% | -7.2% | -20.7% | -25.1% |
| 30D | -34.9% | -10.4% | -24.6% | -31.4% |
| 3M | -41.6% | -30.1% | -11.4% | -32.1% |
| 6M | -45.4% | -22.4% | -22.9% | -42.2% |
| YTD | +53.3% | -17.3% | +70.6% | +54.5% |
| 1Y | +61.5% | -35.4% | +96.9% | +74.0% |
| All | +61.5% | -32.7% | +94.2% | +74.0% |
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