+5.8%
APA vs AMBA
-1.0%
+6.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -3.1% |
| 7D | +0.5% | -11.0% | +11.5% | +2.1% |
| 30D | +23.4% | -23.2% | +46.6% | +27.7% |
| 3M | +12.7% | -12.7% | +25.4% | +12.3% |
| 6M | +39.4% | +11.2% | +28.2% | +29.5% |
| YTD | +79.0% | -11.2% | +90.2% | +73.0% |
| 1Y | +88.8% | -22.5% | +111.4% | +84.8% |
| All | +5.8% | -1.0% | +6.8% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling