-35.4%
AMBA vs BAM
+2.7%
-38.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.6% |
| 7D | -7.2% | +9.7% | -17.0% | -12.1% |
| 30D | -10.4% | +19.0% | -29.4% | -19.4% |
| 3M | -30.1% | +0.6% | -30.7% | -30.3% |
| 6M | -22.4% | +11.1% | -33.5% | -29.2% |
| YTD | -17.3% | +4.2% | -21.5% | -18.3% |
| 1Y | -35.4% | +3.3% | -38.7% | -35.9% |
| All | -35.4% | +2.7% | -38.0% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling