+55.7%
BHP vs AMBA
+22.2%
+33.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.8% |
| 7D | +3.8% | -2.6% | +6.5% | +4.2% |
| 30D | -6.5% | -10.5% | +4.0% | -5.0% |
| 3M | -8.5% | -26.4% | +17.9% | -4.5% |
| 6M | -2.2% | -20.9% | +18.7% | -1.4% |
| YTD | +40.0% | -14.8% | +54.8% | +38.1% |
| 1Y | +51.3% | -36.1% | +87.4% | +55.4% |
| All | +55.7% | +22.2% | +33.5% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling