+18.6%
AMBA vs BAM
+85.9%
-67.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.4% |
| 7D | -7.2% | +9.7% | -17.0% | -14.3% |
| 30D | -10.4% | +19.0% | -29.4% | -22.8% |
| 3M | -30.1% | +0.6% | -30.7% | -31.3% |
| 6M | -22.4% | +11.1% | -33.5% | -31.1% |
| YTD | -17.3% | +4.2% | -21.5% | -21.9% |
| 1Y | -35.4% | +3.3% | -38.7% | -38.6% |
| 3Y | +18.6% | +88.8% | -70.1% | -26.2% |
| All | +18.6% | +85.9% | -67.3% | -26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling