+237.8%
BBY vs AMBA
-5.3%
+243.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -2.0% | -1.2% |
| 7D | +8.1% | -6.4% | +14.5% | +9.5% |
| 30D | +8.9% | -26.8% | +35.8% | +15.6% |
| 3M | +22.0% | -7.6% | +29.7% | +20.4% |
| 6M | +37.8% | +21.2% | +16.6% | +25.2% |
| YTD | +37.3% | -10.4% | +47.7% | +32.5% |
| 1Y | +21.6% | -24.4% | +46.0% | +20.4% |
| 3Y | +41.5% | +6.0% | +35.5% | +23.1% |
| 5Y | +1.2% | -53.9% | +55.1% | -4.4% |
| 10Y | +237.8% | -6.2% | +243.9% | +132.3% |
| All | +237.8% | -5.3% | +243.0% | +132.3% |
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