+883.4%
APH vs AMBA
-0.9%
+884.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.1% | -2.0% | +2.7% |
| 7D | -5.9% | -7.2% | +1.3% | -4.2% |
| 30D | -14.8% | -10.4% | -4.4% | -12.6% |
| 3M | -12.4% | -30.1% | +17.7% | -5.3% |
| 6M | +8.1% | -22.4% | +30.5% | +11.0% |
| YTD | +10.9% | -17.3% | +28.3% | +11.0% |
| 1Y | +8.8% | -35.4% | +44.2% | +14.5% |
| 3Y | +262.1% | +18.6% | +243.4% | +214.5% |
| 5Y | +283.1% | -69.8% | +353.0% | +308.8% |
| All | +883.4% | -0.9% | +884.3% | +600.3% |
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