+49.7%
BHP vs AMBA
-32.7%
+82.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.1% | -4.5% | +0.8% |
| 7D | +0.9% | -7.2% | +8.2% | +1.9% |
| 30D | -6.3% | -10.4% | +4.1% | -5.0% |
| 3M | -7.1% | -30.1% | +23.0% | -3.0% |
| 6M | -3.2% | -22.4% | +19.2% | -2.8% |
| YTD | +37.9% | -17.3% | +55.2% | +35.0% |
| 1Y | +49.7% | -35.4% | +85.1% | +46.4% |
| All | +49.7% | -32.7% | +82.4% | +46.4% |
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