+121.4%
BKR vs AMBA
+8.8%
+112.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.4% | -5.3% | -6.4% |
| 7D | -6.7% | +7.1% | -13.7% | -7.9% |
| 30D | -8.3% | -18.1% | +9.8% | -5.1% |
| 3M | -5.4% | +8.4% | -13.8% | -9.0% |
| 6M | +0.8% | +25.7% | -24.9% | -6.9% |
| YTD | +31.8% | -4.2% | +36.0% | +27.5% |
| 1Y | +28.6% | -18.7% | +47.3% | +26.8% |
| 3Y | +71.2% | +13.3% | +57.9% | +50.0% |
| 5Y | +179.2% | -54.2% | +233.5% | +166.6% |
| All | +121.4% | +8.8% | +112.6% | +50.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling