+2,361.1%
APH vs AMBA
+807.9%
+1,553.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.7% | -4.4% | -5.8% |
| 7D | -2.4% | -8.1% | +5.7% | -0.8% |
| 30D | -9.5% | -10.8% | +1.3% | -7.5% |
| 3M | -7.6% | -25.9% | +18.3% | -2.4% |
| 6M | +12.4% | -13.9% | +26.2% | +12.7% |
| YTD | +17.5% | -14.0% | +31.5% | +16.8% |
| 1Y | +16.4% | -25.7% | +42.1% | +18.4% |
| 3Y | +281.6% | +21.5% | +260.2% | +239.5% |
| 5Y | +317.7% | -68.9% | +386.7% | +339.6% |
| 10Y | +967.8% | +5.2% | +962.6% | +751.1% |
| All | +2,361.1% | +807.9% | +1,553.2% | +1,387.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling