+11.5%
BWA vs AMBA
-34.9%
+46.4%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.5% |
| 7D | -2.4% | -2.6% | +0.2% | -2.0% |
| 30D | -17.7% | -10.5% | -7.2% | -16.2% |
| 3M | -27.0% | -26.4% | -0.6% | -23.4% |
| 6M | -17.3% | -20.9% | +3.6% | -16.8% |
| YTD | +12.9% | -14.8% | +27.7% | +9.4% |
| All | +11.5% | -34.9% | +46.4% | +12.2% |
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