+59.2%
BNY vs AMBA
-21.5%
+80.7%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.1% |
| 7D | -1.1% | +7.1% | -8.1% | -1.4% |
| 30D | +1.4% | -18.1% | +19.5% | +2.5% |
| 3M | +16.8% | +8.4% | +8.4% | +14.8% |
| 6M | +42.0% | +25.7% | +16.3% | +36.0% |
| YTD | +41.9% | -4.2% | +46.1% | +38.8% |
| 1Y | +59.2% | -18.7% | +77.9% | +55.9% |
| All | +59.2% | -21.5% | +80.7% | +55.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling