+276.6%
BR vs AMBA
+0.6%
+276.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.5% |
| 7D | -1.3% | +10.7% | -11.9% | -2.3% |
| 30D | +13.7% | -5.0% | +18.7% | +14.0% |
| 3M | +13.8% | -26.9% | +40.7% | +17.1% |
| 6M | +29.7% | -21.9% | +51.6% | +29.6% |
| YTD | -12.6% | -13.8% | +1.2% | -14.6% |
| 1Y | -12.4% | -36.1% | +23.6% | -11.3% |
| 3Y | +14.1% | +21.6% | -7.5% | +0.4% |
| 5Y | +18.7% | -68.8% | +87.4% | +19.3% |
| All | +276.6% | +0.6% | +276.0% | +178.5% |
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