+500.0%
APP vs AMBA
-43.1%
+543.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +6.1% | +3.7% | +7.7% |
| 7D | +71.2% | -7.2% | +78.5% | +74.2% |
| 30D | +39.1% | -10.4% | +49.5% | +43.0% |
| 3M | +16.5% | -30.1% | +46.7% | +30.2% |
| 6M | -16.6% | -22.4% | +5.9% | -16.0% |
| YTD | -41.9% | -17.3% | -24.6% | -44.7% |
| 1Y | -37.0% | -35.4% | -1.6% | -34.4% |
| 3Y | +892.4% | +18.6% | +873.8% | +613.6% |
| 5Y | +297.3% | -69.8% | +367.1% | +322.0% |
| All | +500.0% | -43.1% | +543.2% | +459.7% |
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