+29.0%
BB vs AMBA
+12.8%
+16.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.3% | +0.2% | +3.7% |
| 7D | +15.0% | 0.0% | +15.0% | +14.9% |
| 30D | +3.5% | -8.6% | +12.1% | +7.0% |
| 3M | +2.7% | -29.0% | +31.6% | +14.8% |
| 6M | +44.7% | -19.2% | +64.0% | +48.9% |
| YTD | +143.3% | -13.0% | +156.3% | +139.6% |
| 1Y | +102.2% | -31.3% | +133.5% | +112.7% |
| 3Y | +156.1% | +28.1% | +128.0% | +103.5% |
| 5Y | -17.6% | -69.4% | +51.8% | -6.5% |
| 10Y | +29.0% | +7.6% | +21.3% | -15.8% |
| All | +29.0% | +12.8% | +16.1% | -15.8% |
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