+895.2%
APO vs AMBA
+12.8%
+882.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.3% | -0.6% | +3.3% |
| 7D | +2.3% | 0.0% | +2.3% | +2.2% |
| 30D | +3.0% | -8.6% | +11.6% | +5.0% |
| 3M | -3.7% | -29.0% | +25.3% | +4.2% |
| 6M | -7.5% | -19.2% | +11.7% | -7.6% |
| YTD | -14.5% | -13.0% | -1.5% | -17.0% |
| 1Y | -6.2% | -31.3% | +25.1% | -3.7% |
| 3Y | +51.9% | +28.1% | +23.8% | +22.3% |
| 5Y | +76.5% | -69.4% | +145.9% | +89.3% |
| 10Y | +895.2% | +7.6% | +887.6% | +543.0% |
| All | +895.2% | +12.8% | +882.4% | +543.0% |
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