+6.1%
APA vs AMBA
-0.9%
+7.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.2% | +2.0% |
| 7D | +8.5% | +2.7% | +5.9% | +7.7% |
| 30D | +2.8% | -2.2% | +5.0% | +3.1% |
| 3M | +21.7% | -26.6% | +48.4% | +30.2% |
| 6M | +32.6% | -26.8% | +59.4% | +35.1% |
| YTD | +103.7% | -15.1% | +118.8% | +94.5% |
| 1Y | +101.8% | -32.3% | +134.1% | +103.4% |
| 3Y | +48.1% | +19.8% | +28.2% | +16.2% |
| 5Y | +91.9% | -69.2% | +161.1% | +104.0% |
| All | +6.1% | -0.9% | +7.0% | -34.9% |
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