+82.7%
APO vs AMBA
-69.1%
+151.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +1.0% |
| 7D | +8.1% | -2.7% | +10.7% | +8.7% |
| 30D | +3.4% | -10.5% | +13.9% | +6.0% |
| 3M | -6.6% | -26.4% | +19.8% | +0.1% |
| 6M | -7.1% | -20.9% | +13.8% | -6.8% |
| YTD | -14.1% | -14.8% | +0.7% | -16.5% |
| 1Y | -4.7% | -36.1% | +31.4% | -0.2% |
| 3Y | +51.3% | +20.2% | +31.1% | +21.6% |
| 5Y | +82.7% | -67.2% | +150.0% | +79.0% |
| All | +82.7% | -69.1% | +151.9% | +79.0% |
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 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