+56.7%
RRC vs AMBA
+12.8%
+43.8%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.3% | -5.0% | -0.8% |
| 7D | -10.3% | 0.0% | -10.3% | -10.4% |
| 30D | +19.5% | -8.6% | +28.1% | +21.3% |
| 3M | +27.9% | -29.0% | +56.9% | +35.8% |
| 6M | +21.2% | -19.2% | +40.4% | +20.8% |
| YTD | +39.6% | -13.0% | +52.6% | +34.6% |
| 1Y | +31.3% | -31.3% | +62.5% | +32.3% |
| 3Y | +51.9% | +28.1% | +23.8% | +23.2% |
| 5Y | +110.2% | -69.4% | +179.6% | +120.2% |
| 10Y | +56.7% | +7.6% | +49.0% | -5.9% |
| All | +56.7% | +12.8% | +43.8% | -5.9% |
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