+187.8%
APD vs AMBA
+12.8%
+175.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.3% | -3.2% | +1.4% |
| 7D | -1.6% | 0.0% | -1.5% | -1.6% |
| 30D | +10.6% | -8.6% | +19.2% | +11.7% |
| 3M | +2.5% | -29.0% | +31.5% | +6.7% |
| 6M | +6.0% | -19.2% | +25.2% | +6.2% |
| YTD | +28.4% | -13.0% | +41.4% | +26.3% |
| 1Y | +22.2% | -31.3% | +53.4% | +23.6% |
| 3Y | +26.6% | +28.1% | -1.6% | +11.3% |
| 5Y | +11.8% | -69.4% | +81.2% | +14.3% |
| 10Y | +187.8% | +7.6% | +180.1% | +108.8% |
| All | +187.8% | +12.8% | +175.0% | +108.8% |
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