+73.4%
RRC vs AMBA
+7.9%
+65.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | +0.6% |
| 7D | -0.5% | +2.6% | -3.0% | -1.1% |
| 30D | +25.2% | -3.6% | +28.8% | +25.8% |
| 3M | +27.8% | -24.6% | +52.4% | +34.2% |
| 6M | +27.2% | -21.6% | +48.8% | +27.7% |
| YTD | +48.2% | -11.8% | +60.0% | +42.4% |
| 1Y | +34.7% | -33.2% | +67.9% | +36.7% |
| 3Y | +62.2% | +24.5% | +37.8% | +32.5% |
| 5Y | +130.9% | -67.7% | +198.6% | +137.8% |
| 10Y | +73.4% | +4.7% | +68.7% | +6.5% |
| All | +73.4% | +7.9% | +65.6% | +6.5% |
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