+215.6%
RSP vs AMBA
+12.8%
+202.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.3% | -3.0% | +1.5% |
| 7D | +0.4% | 0.0% | +0.5% | +0.4% |
| 30D | +3.7% | -8.6% | +12.3% | +4.9% |
| 3M | +0.8% | -29.0% | +29.7% | +5.5% |
| 6M | +9.1% | -19.2% | +28.3% | +9.1% |
| YTD | +16.7% | -13.0% | +29.7% | +14.2% |
| 1Y | +19.7% | -31.3% | +50.9% | +21.1% |
| 3Y | +66.7% | +28.1% | +38.6% | +43.6% |
| 5Y | +48.7% | -69.4% | +118.1% | +52.5% |
| 10Y | +215.6% | +7.6% | +207.9% | +126.2% |
| All | +215.6% | +12.8% | +202.7% | +126.2% |
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