+65.0%
RRC vs AMBA
-0.9%
+65.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.3% | +1.0% |
| 7D | +6.4% | +2.7% | +3.7% | +5.8% |
| 30D | +23.9% | -2.2% | +26.1% | +24.1% |
| 3M | +30.2% | -26.6% | +56.8% | +37.4% |
| 6M | +26.3% | -26.8% | +53.0% | +28.6% |
| YTD | +48.1% | -15.1% | +63.2% | +43.4% |
| 1Y | +37.7% | -32.3% | +69.9% | +39.2% |
| 3Y | +60.3% | +19.8% | +40.5% | +31.9% |
| 5Y | +135.3% | -69.2% | +204.5% | +145.1% |
| All | +65.0% | -0.9% | +65.9% | +2.1% |
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