+406.5%
BNY vs AMBA
+8.8%
+397.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.3% |
| 7D | -1.1% | +7.1% | -8.1% | -2.2% |
| 30D | +1.4% | -18.1% | +19.5% | +4.5% |
| 3M | +16.8% | +8.4% | +8.4% | +12.9% |
| 6M | +42.0% | +25.7% | +16.3% | +32.0% |
| YTD | +41.9% | -4.2% | +46.1% | +37.4% |
| 1Y | +59.2% | -18.7% | +77.9% | +56.7% |
| 3Y | +290.9% | +13.3% | +277.6% | +244.4% |
| 5Y | +259.0% | -54.2% | +313.3% | +242.9% |
| All | +406.5% | +8.8% | +397.7% | +262.3% |
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 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