+116.4%
BKR vs AMBA
+810.0%
-693.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -0.7% |
| 7D | +6.3% | +10.7% | -4.4% | +4.5% |
| 30D | -13.0% | -5.0% | -8.0% | -12.3% |
| 3M | -23.6% | -26.9% | +3.3% | -19.9% |
| 6M | -24.5% | -21.9% | -2.6% | -23.6% |
| YTD | +9.0% | -13.8% | +22.8% | +7.6% |
| 1Y | +4.4% | -36.1% | +40.5% | +7.8% |
| 3Y | +51.4% | +21.6% | +29.8% | +34.3% |
| 5Y | +124.4% | -68.8% | +193.2% | +132.1% |
| 10Y | +54.6% | +2.3% | +52.3% | +20.4% |
| All | +116.4% | +810.0% | -693.6% | +29.7% |
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