+668.0%
BE vs AMBA
+56.0%
+611.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.4% | -4.1% |
| 7D | +10.8% | +2.7% | +8.1% | +9.8% |
| 30D | -19.8% | -2.2% | -17.6% | -18.1% |
| 3M | -18.7% | -26.6% | +7.9% | -4.5% |
| 6M | -33.7% | -26.8% | -7.0% | -25.2% |
| YTD | +121.0% | -15.1% | +136.1% | +129.2% |
| 1Y | +85.4% | -32.3% | +117.7% | +112.7% |
| 3Y | +1,709.5% | +19.8% | +1,689.7% | +1,348.3% |
| 5Y | +462.2% | -69.2% | +531.4% | +668.9% |
| All | +668.0% | +56.0% | +611.9% | +384.6% |
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