+135.7%
BP vs AMBA
+7.9%
+127.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.0% | +1.1% |
| 7D | -0.8% | +2.6% | -3.3% | -1.2% |
| 30D | -3.1% | -3.6% | +0.4% | -2.9% |
| 3M | +6.2% | -24.6% | +30.8% | +9.3% |
| 6M | +4.8% | -21.6% | +26.4% | +5.1% |
| YTD | +35.2% | -11.8% | +46.9% | +32.1% |
| 1Y | +27.4% | -33.2% | +60.6% | +28.9% |
| 3Y | +49.8% | +24.5% | +25.3% | +30.9% |
| 5Y | +109.4% | -67.7% | +177.1% | +112.9% |
| 10Y | +135.7% | +4.7% | +131.0% | +69.6% |
| All | +135.7% | +7.9% | +127.8% | +69.6% |
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