+212.3%
BAH vs AMBA
+4.3%
+208.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.0% |
| 7D | +0.5% | -2.6% | +3.1% | +0.6% |
| 30D | +18.2% | -10.5% | +28.7% | +18.9% |
| 3M | +13.1% | -26.4% | +39.5% | +15.1% |
| 6M | +15.2% | -20.9% | +36.1% | +15.2% |
| YTD | +6.0% | -14.8% | +20.8% | +5.0% |
| 1Y | +3.1% | -36.1% | +39.2% | +4.2% |
| 3Y | -26.2% | +20.2% | -46.4% | -31.0% |
| 5Y | +9.3% | -67.2% | +76.6% | +9.9% |
| 10Y | +212.3% | +5.0% | +207.3% | +150.5% |
| All | +212.3% | +4.3% | +208.0% | +150.5% |
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