+96.7%
BWA vs AMBA
+0.6%
+96.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | 0.0% |
| 7D | +7.3% | +10.7% | -3.4% | +4.9% |
| 30D | -15.8% | -5.0% | -10.8% | -14.9% |
| 3M | -25.7% | -26.9% | +1.2% | -20.8% |
| 6M | -19.6% | -21.9% | +2.3% | -18.1% |
| YTD | +14.1% | -13.8% | +27.9% | +12.3% |
| 1Y | +12.2% | -36.1% | +48.2% | +17.4% |
| 3Y | +63.8% | +21.6% | +42.2% | +38.0% |
| 5Y | +28.7% | -68.8% | +97.5% | +35.1% |
| All | +96.7% | +0.6% | +96.0% | +30.9% |
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