+179.9%
BKR vs AMBA
+837.3%
-657.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | +1.7% | -11.0% | +12.7% | +3.6% |
| 30D | +3.3% | -23.2% | +26.5% | +7.6% |
| 3M | -3.6% | -12.7% | +9.1% | -3.4% |
| 6M | +5.0% | +11.2% | -6.2% | +0.2% |
| YTD | +40.9% | -11.2% | +52.2% | +38.9% |
| 1Y | +39.2% | -22.5% | +61.8% | +38.8% |
| 3Y | +83.7% | -1.3% | +85.1% | +68.7% |
| 5Y | +207.5% | -54.2% | +261.7% | +196.9% |
| 10Y | +136.3% | -6.1% | +142.5% | +85.6% |
| All | +179.9% | +837.3% | -657.4% | +67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling