+53.3%
BHP vs AMBA
-32.6%
+85.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.5% | -2.4% | +0.7% |
| 7D | +2.4% | +2.6% | -0.2% | +2.0% |
| 30D | -5.4% | -3.6% | -1.8% | -5.0% |
| 3M | -6.9% | -24.6% | +17.8% | -3.7% |
| 6M | -4.3% | -21.6% | +17.3% | -4.1% |
| YTD | +41.6% | -11.8% | +53.4% | +37.4% |
| 1Y | +53.3% | -33.2% | +86.5% | +48.1% |
| All | +53.3% | -32.6% | +85.9% | +48.1% |
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