+25.2%
BTDR vs AMBA
-54.5%
+79.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.7% | +4.2% |
| 7D | +20.0% | -11.0% | +30.9% | +24.4% |
| 30D | +11.9% | -23.2% | +35.1% | +22.5% |
| 3M | -36.9% | -12.7% | -24.2% | -35.0% |
| 6M | +56.5% | +11.2% | +45.3% | +47.2% |
| YTD | +10.4% | -11.2% | +21.7% | +10.8% |
| 1Y | +3.1% | -22.5% | +25.6% | +7.0% |
| 3Y | -2.6% | -1.3% | -1.3% | -8.2% |
| All | +25.2% | -54.5% | +79.7% | +18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling