+96.3%
BWA vs AMBA
-0.9%
+97.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.1% |
| 7D | +4.3% | +2.7% | +1.6% | +3.7% |
| 30D | -13.0% | -2.2% | -10.8% | -12.7% |
| 3M | -24.8% | -26.6% | +1.8% | -19.9% |
| 6M | -23.5% | -26.8% | +3.3% | -21.0% |
| YTD | +13.8% | -15.1% | +29.0% | +12.5% |
| 1Y | +13.4% | -32.3% | +45.7% | +17.2% |
| 3Y | +62.8% | +19.8% | +43.0% | +37.6% |
| 5Y | +28.5% | -69.2% | +97.7% | +35.3% |
| All | +96.3% | -0.9% | +97.2% | +31.1% |
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 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