+675.5%
BE vs AMBA
+60.0%
+615.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +5.3% | +6.6% | +9.2% |
| 7D | -1.2% | 0.0% | -1.2% | -0.4% |
| 30D | -30.9% | -8.6% | -22.3% | -27.0% |
| 3M | -11.6% | -29.0% | +17.4% | +5.3% |
| 6M | -25.7% | -19.2% | -6.5% | -20.4% |
| YTD | +123.1% | -13.0% | +136.1% | +127.9% |
| 1Y | +43.4% | -31.3% | +74.7% | +63.8% |
| 3Y | +1,683.6% | +28.1% | +1,655.5% | +1,273.7% |
| 5Y | +465.4% | -69.4% | +534.9% | +672.7% |
| All | +675.5% | +60.0% | +615.5% | +381.9% |
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