+268.0%
APH vs AMBA
-72.1%
+340.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.4% | +0.1% | -7.1% |
| 7D | -12.7% | -14.6% | +1.9% | -9.3% |
| 30D | -19.2% | -18.8% | -0.4% | -15.0% |
| 3M | -16.7% | -32.6% | +15.9% | -8.9% |
| 6M | +5.1% | -25.8% | +30.9% | +9.2% |
| YTD | +6.6% | -22.1% | +28.7% | +8.0% |
| 1Y | +3.9% | -36.2% | +40.1% | +9.7% |
| 3Y | +246.0% | +10.0% | +236.0% | +202.3% |
| 5Y | +268.0% | -71.6% | +339.5% | +272.2% |
| All | +268.0% | -72.1% | +340.1% | +272.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling