+137.9%
APO vs AMBA
-54.5%
+192.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | -1.0% | -11.0% | +9.9% | +1.9% |
| 30D | +3.5% | -23.2% | +26.6% | +10.5% |
| 3M | +4.5% | -12.7% | +17.2% | +4.7% |
| 6M | +22.8% | +11.2% | +11.6% | +12.1% |
| YTD | -6.5% | -11.2% | +4.7% | -9.2% |
| 1Y | +0.8% | -22.5% | +23.4% | -0.2% |
| 3Y | +62.0% | -1.3% | +63.3% | +39.2% |
| All | +137.9% | -54.5% | +192.4% | +116.4% |
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