+74.3%
AMBQ price history and return analytics
+20.4%
+53.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.6% | +7.6% | +8.8% |
| 7D | +11.3% | -0.1% | +11.4% | +11.3% |
| 30D | -0.2% | -0.7% | +0.4% | +1.6% |
| 3M | -16.1% | +4.0% | -20.1% | -23.0% |
| 6M | +119.6% | +12.3% | +107.3% | +71.7% |
| YTD | +123.8% | +14.0% | +109.7% | +65.6% |
| 1Y | +74.3% | +20.3% | +54.0% | +11.6% |
| All | +74.3% | +20.4% | +53.8% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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