+14.9%
XLK vs AMBA
-34.6%
+49.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.7% |
| 7D | -4.3% | -2.7% | -1.7% | -3.8% |
| 30D | -15.0% | -10.5% | -4.5% | -13.2% |
| 3M | -9.2% | -26.4% | +17.2% | -4.2% |
| 6M | -3.5% | -20.9% | +17.4% | -2.9% |
| YTD | +17.7% | -14.8% | +32.5% | +13.3% |
| 1Y | +14.9% | -36.1% | +51.0% | +13.0% |
| All | +14.9% | -34.6% | +49.5% | +13.0% |
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