+211.0%
RSP vs AMBA
-0.9%
+211.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.4% |
| 7D | +2.4% | +2.7% | -0.3% | +1.9% |
| 30D | +4.3% | -2.2% | +6.5% | +4.4% |
| 3M | -0.3% | -26.6% | +26.3% | +3.9% |
| 6M | +9.8% | -26.8% | +36.6% | +11.6% |
| YTD | +16.8% | -15.1% | +32.0% | +14.8% |
| 1Y | +19.5% | -32.3% | +51.8% | +21.2% |
| 3Y | +65.1% | +19.8% | +45.3% | +43.9% |
| 5Y | +48.7% | -69.2% | +117.9% | +52.4% |
| All | +211.0% | -0.9% | +211.9% | +124.1% |
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