+2,000.7%
APO vs AMBA
+837.3%
+1,163.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | -1.0% | -11.0% | +9.9% | +1.5% |
| 30D | +3.5% | -23.2% | +26.6% | +9.4% |
| 3M | +4.5% | -12.7% | +17.2% | +4.9% |
| 6M | +22.8% | +11.2% | +11.6% | +14.6% |
| YTD | -6.5% | -11.2% | +4.7% | -8.3% |
| 1Y | +0.8% | -22.5% | +23.4% | +0.5% |
| 3Y | +62.0% | -1.3% | +63.3% | +45.8% |
| 5Y | +138.2% | -54.2% | +192.4% | +134.7% |
| 10Y | +940.3% | -6.1% | +946.4% | +710.9% |
| All | +2,000.7% | +837.3% | +1,163.5% | +956.3% |
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