-36.2%
AMBA vs BAM
+1.3%
-37.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.0% | -6.4% | -7.8% |
| 7D | -14.6% | +7.9% | -22.5% | -18.2% |
| 30D | -18.8% | +16.0% | -34.8% | -25.8% |
| 3M | -32.6% | +0.6% | -33.2% | -32.9% |
| 6M | -25.8% | +10.5% | -36.3% | -32.1% |
| YTD | -22.1% | +3.2% | -25.3% | -22.6% |
| 1Y | -36.2% | +1.0% | -37.2% | -35.7% |
| All | -36.2% | +1.3% | -37.5% | -35.7% |
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