+34.1%
BP vs AMBA
-1.0%
+35.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +3.9% | -11.0% | +14.9% | +4.5% |
| 30D | +7.6% | -23.2% | +30.8% | +8.8% |
| 3M | +0.7% | -12.7% | +13.4% | +0.5% |
| 6M | +15.5% | +11.2% | +4.3% | +12.6% |
| YTD | +30.8% | -11.2% | +42.1% | +29.4% |
| 1Y | +34.3% | -22.5% | +56.8% | +33.4% |
| All | +34.1% | -1.0% | +35.1% | +25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling