+203.6%
BKR vs AMBA
-50.1%
+253.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.4% | -8.8% | -1.6% |
| 7D | -1.5% | +2.5% | -4.0% | -1.9% |
| 30D | -0.7% | -16.1% | +15.5% | +1.7% |
| 3M | +0.5% | +4.6% | -4.1% | -2.0% |
| 6M | +6.6% | +29.2% | -22.5% | -0.2% |
| YTD | +41.3% | -2.9% | +44.1% | +37.3% |
| 1Y | +42.2% | -18.7% | +60.9% | +40.7% |
| 3Y | +83.4% | +14.9% | +68.6% | +65.2% |
| 5Y | +203.6% | -53.0% | +256.6% | +180.0% |
| All | +203.6% | -50.1% | +253.7% | +180.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling