-11.4%
BR vs AMBA
-34.9%
+23.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.2% |
| 7D | +5.0% | -2.6% | +7.7% | +4.9% |
| 30D | +16.6% | -10.5% | +27.1% | +15.8% |
| 3M | +12.0% | -26.4% | +38.4% | +9.9% |
| 6M | +30.7% | -20.9% | +51.6% | +29.4% |
| YTD | -11.9% | -14.8% | +2.9% | -11.7% |
| All | -11.4% | -34.9% | +23.4% | -11.1% |
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