+391.7%
APP vs AMBA
-38.9%
+430.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.5% |
| 7D | +0.9% | -11.0% | +11.8% | +5.3% |
| 30D | -23.3% | -23.2% | -0.1% | -15.7% |
| 3M | -42.6% | -12.7% | -29.9% | -42.2% |
| 6M | -33.6% | +11.2% | -44.8% | -41.5% |
| YTD | -52.4% | -11.2% | -41.2% | -54.9% |
| 1Y | -35.9% | -22.5% | -13.3% | -37.7% |
| 3Y | +642.2% | -1.3% | +643.5% | +494.4% |
| 5Y | +311.1% | -54.2% | +365.2% | +308.5% |
| All | +391.7% | -38.9% | +430.6% | +355.8% |
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