+0.9%
APA vs AMBA
+4.2%
-3.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.4% | +1.8% |
| 7D | -5.5% | -2.6% | -2.9% | -5.0% |
| 30D | -1.2% | -10.5% | +9.3% | +1.3% |
| 3M | +10.6% | -26.4% | +37.0% | +18.2% |
| 6M | +28.4% | -20.9% | +49.3% | +28.0% |
| YTD | +89.7% | -14.8% | +104.5% | +81.0% |
| 1Y | +90.6% | -36.1% | +126.7% | +95.1% |
| 3Y | +36.9% | +20.2% | +16.7% | +7.4% |
| 5Y | +83.2% | -67.2% | +150.5% | +90.2% |
| All | +0.9% | +4.2% | -3.3% | -38.2% |
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