+21.9%
BB vs AMBA
-0.9%
+22.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.9% |
| 7D | +1.8% | +2.7% | -0.9% | +1.0% |
| 30D | +8.1% | -2.2% | +10.3% | +9.3% |
| 3M | -1.0% | -26.6% | +25.6% | +9.6% |
| 6M | +45.9% | -26.8% | +72.7% | +55.5% |
| YTD | +134.8% | -15.1% | +150.0% | +133.3% |
| 1Y | +104.6% | -32.3% | +136.9% | +116.6% |
| 3Y | +152.8% | +19.8% | +133.0% | +105.7% |
| 5Y | -17.4% | -69.2% | +51.8% | -6.4% |
| All | +21.9% | -0.9% | +22.8% | -20.0% |
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