+48.0%
BDX vs AMBA
-32.6%
+80.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | +1.0% |
| 7D | +2.5% | +2.6% | 0.0% | +2.7% |
| 30D | +13.6% | -3.6% | +17.1% | +13.5% |
| 3M | +18.9% | -24.6% | +43.6% | +18.0% |
| 6M | +51.8% | -21.6% | +73.4% | +52.0% |
| YTD | +43.3% | -11.8% | +55.1% | +41.8% |
| 1Y | +48.0% | -33.2% | +81.2% | +48.5% |
| All | +48.0% | -32.6% | +80.5% | +48.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling