+210.3%
RSP vs AMBA
+0.6%
+209.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.5% |
| 7D | +1.8% | +10.7% | -8.9% | +0.2% |
| 30D | +3.5% | -5.0% | +8.5% | +4.1% |
| 3M | +0.2% | -26.9% | +27.1% | +4.5% |
| 6M | +9.1% | -21.9% | +31.0% | +9.8% |
| YTD | +16.6% | -13.8% | +30.4% | +14.3% |
| 1Y | +17.9% | -36.1% | +54.0% | +20.8% |
| 3Y | +64.6% | +21.6% | +43.0% | +43.1% |
| 5Y | +48.4% | -68.8% | +117.2% | +51.7% |
| All | +210.3% | +0.6% | +209.7% | +123.1% |
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