+144.0%
BWA vs AMBA
-5.3%
+149.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.1% |
| 7D | +4.3% | -6.4% | +10.7% | +5.7% |
| 30D | -2.9% | -26.8% | +23.9% | +3.9% |
| 3M | -12.4% | -7.6% | -4.8% | -12.9% |
| 6M | +28.6% | +21.2% | +7.4% | +18.7% |
| YTD | +48.2% | -10.4% | +58.6% | +45.3% |
| 1Y | +50.9% | -24.4% | +75.3% | +51.6% |
| 3Y | +72.2% | +6.0% | +66.2% | +50.2% |
| 5Y | +91.1% | -53.9% | +144.9% | +82.8% |
| 10Y | +144.0% | -6.2% | +150.2% | +67.0% |
| All | +144.0% | -5.3% | +149.3% | +67.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling