+2,131.5%
APH vs AMBA
+722.2%
+1,409.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.4% | +0.1% | -7.5% |
| 7D | -12.7% | -14.6% | +1.9% | -9.9% |
| 30D | -19.2% | -18.8% | -0.4% | -15.8% |
| 3M | -16.7% | -32.6% | +15.9% | -10.3% |
| 6M | +5.1% | -25.8% | +30.9% | +8.7% |
| YTD | +6.6% | -22.1% | +28.7% | +8.1% |
| 1Y | +3.9% | -36.2% | +40.1% | +9.0% |
| 3Y | +246.0% | +10.0% | +236.0% | +214.1% |
| 5Y | +268.0% | -71.6% | +339.5% | +294.5% |
| 10Y | +868.2% | -4.7% | +873.0% | +687.6% |
| All | +2,131.5% | +722.2% | +1,409.3% | +1,276.6% |
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