+51.2%
BWA vs AMBA
-17.3%
+68.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.4% | -9.9% | -2.8% |
| 7D | +0.1% | +2.5% | -2.3% | -0.3% |
| 30D | -5.6% | -16.1% | +10.6% | -3.0% |
| 3M | -10.7% | +4.6% | -15.3% | -12.7% |
| 6M | +23.2% | +29.2% | -6.0% | +14.5% |
| YTD | +46.0% | -2.9% | +48.9% | +40.1% |
| 1Y | +51.2% | -18.7% | +69.9% | +48.0% |
| All | +51.2% | -17.3% | +68.5% | +48.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling