+6.4%
YUM vs AMBA
-20.7%
+27.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | -2.0% | -11.0% | +8.9% | -2.3% |
| 30D | -1.1% | -23.2% | +22.1% | -1.5% |
| 3M | +1.8% | -12.7% | +14.5% | +1.7% |
| 6M | -4.7% | +11.2% | -16.0% | -4.1% |
| YTD | +0.6% | -11.2% | +11.8% | +0.9% |
| 1Y | +6.4% | -22.5% | +28.9% | +6.7% |
| All | +6.4% | -20.7% | +27.1% | +6.7% |
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