+837.0%
APO vs AMBA
+0.6%
+836.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.7% |
| 7D | +3.5% | +10.7% | -7.2% | +0.7% |
| 30D | +4.4% | -5.0% | +9.4% | +5.3% |
| 3M | -12.1% | -26.9% | +14.8% | -5.5% |
| 6M | -7.2% | -21.9% | +14.7% | -6.4% |
| YTD | -15.1% | -13.8% | -1.3% | -17.4% |
| 1Y | -7.7% | -36.1% | +28.4% | -3.2% |
| 3Y | +49.6% | +21.6% | +28.0% | +22.2% |
| 5Y | +78.3% | -68.8% | +147.0% | +90.2% |
| All | +837.0% | +0.6% | +836.3% | +507.6% |
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 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