+55.0%
RRC vs AMBA
-0.9%
+55.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.1% | -9.1% | -4.1% |
| 7D | -10.8% | -7.2% | -3.6% | -9.6% |
| 30D | +22.3% | -10.4% | +32.7% | +24.6% |
| 3M | +26.6% | -30.1% | +56.7% | +34.8% |
| 6M | +18.9% | -22.4% | +41.4% | +19.6% |
| YTD | +39.2% | -17.3% | +56.5% | +35.6% |
| 1Y | +34.0% | -35.4% | +69.3% | +36.7% |
| 3Y | +42.0% | +18.6% | +23.4% | +17.0% |
| 5Y | +111.9% | -69.8% | +181.7% | +121.5% |
| All | +55.0% | -0.9% | +55.9% | -5.0% |
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