+55.5%
BKR vs AMBA
-0.9%
+56.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.5% |
| 7D | +3.8% | +2.7% | +1.1% | +3.2% |
| 30D | -10.3% | -2.2% | -8.1% | -9.9% |
| 3M | -21.7% | -26.6% | +5.0% | -17.4% |
| 6M | -23.8% | -26.8% | +3.0% | -21.8% |
| YTD | +10.3% | -15.1% | +25.4% | +8.8% |
| 1Y | +5.7% | -32.3% | +38.0% | +8.3% |
| 3Y | +52.6% | +19.8% | +32.8% | +32.0% |
| 5Y | +127.1% | -69.2% | +196.3% | +138.5% |
| All | +55.5% | -0.9% | +56.4% | +5.6% |
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