+446.2%
APP vs AMBA
-46.4%
+492.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -9.4% | +40.5% | +34.4% |
| 7D | +39.7% | -14.6% | +54.3% | +46.4% |
| 30D | +27.7% | -18.8% | +46.5% | +35.9% |
| 3M | -14.8% | -32.6% | +17.8% | -3.9% |
| 6M | -25.5% | -25.8% | +0.3% | -24.0% |
| YTD | -47.2% | -22.1% | -25.0% | -48.6% |
| 1Y | -42.3% | -36.2% | -6.1% | -39.9% |
| 3Y | +806.8% | +10.0% | +796.8% | +570.1% |
| 5Y | +261.6% | -71.6% | +333.2% | +291.9% |
| All | +446.2% | -46.4% | +492.6% | +419.8% |
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