+120.2%
BKR vs AMBA
+8.8%
+111.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -7.0% | +7.9% | -14.9% | -8.3% |
| 30D | -8.1% | -18.8% | +10.6% | -4.7% |
| 3M | -6.6% | +3.1% | -9.8% | -9.3% |
| 6M | +0.9% | +25.7% | -24.8% | -6.8% |
| YTD | +31.1% | -4.2% | +35.3% | +26.8% |
| 1Y | +27.7% | -18.4% | +46.1% | +25.8% |
| 3Y | +71.2% | +13.4% | +57.8% | +50.0% |
| 5Y | +177.6% | -54.2% | +231.9% | +165.1% |
| All | +120.2% | +8.8% | +111.3% | +49.4% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling