+7.9%
RRC vs AMBA
-7.1%
+14.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | +1.3% | -11.0% | +12.3% | +3.6% |
| 30D | +10.1% | -23.2% | +33.3% | +15.8% |
| 3M | +4.0% | -12.7% | +16.7% | +3.9% |
| 6M | +1.6% | +11.2% | -9.6% | -5.5% |
| YTD | +19.7% | -11.2% | +30.9% | +15.7% |
| 1Y | +21.4% | -22.5% | +44.0% | +19.0% |
| 3Y | +29.7% | -1.3% | +31.0% | +12.7% |
| 5Y | +153.9% | -54.2% | +208.0% | +133.9% |
| All | +7.9% | -7.1% | +14.9% | -33.5% |
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