+66.0%
BHP vs AMBA
-20.7%
+86.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.4% |
| 7D | -5.0% | -11.0% | +6.0% | -3.4% |
| 30D | +1.2% | -23.2% | +24.3% | +4.9% |
| 3M | +1.8% | -12.7% | +14.6% | +2.2% |
| 6M | +18.0% | +11.2% | +6.8% | +12.3% |
| YTD | +52.7% | -11.2% | +63.9% | +48.5% |
| 1Y | +66.0% | -22.5% | +88.5% | +61.4% |
| All | +66.0% | -20.7% | +86.7% | +61.4% |
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