+23.8%
BB vs AMBA
-0.9%
+24.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.1% | -1.7% | +2.3% |
| 7D | +3.8% | -7.2% | +11.0% | +6.4% |
| 30D | -0.3% | -10.4% | +10.0% | +3.7% |
| 3M | -0.5% | -30.1% | +29.7% | +11.9% |
| 6M | +45.9% | -22.4% | +68.3% | +52.2% |
| YTD | +130.6% | -17.3% | +148.0% | +131.1% |
| 1Y | +89.2% | -35.4% | +124.6% | +103.2% |
| 3Y | +137.5% | +18.6% | +118.9% | +93.8% |
| 5Y | -20.9% | -69.8% | +48.9% | -9.8% |
| All | +23.8% | -0.9% | +24.7% | -17.8% |
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