+289.7%
BRO vs AMBA
-0.9%
+290.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.1% |
| 7D | -0.3% | +2.7% | -2.9% | -0.5% |
| 30D | +11.3% | -2.2% | +13.5% | +11.3% |
| 3M | +0.7% | -26.6% | +27.3% | +2.8% |
| 6M | +32.9% | -26.8% | +59.7% | +33.7% |
| YTD | -8.8% | -15.1% | +6.3% | -10.4% |
| 1Y | -9.2% | -32.3% | +23.0% | -8.9% |
| 3Y | +0.1% | +19.8% | -19.7% | -10.3% |
| 5Y | +15.6% | -69.2% | +84.9% | +17.1% |
| All | +289.7% | -0.9% | +290.6% | +207.8% |
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