+3.2%
AA vs BBAI
-70.8%
+74.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.2% |
| 7D | -3.4% | -1.7% | -1.7% | -3.4% |
| 30D | -5.8% | -12.0% | +6.2% | -5.3% |
| 3M | -29.9% | -30.7% | +0.8% | -28.9% |
| 6M | -27.0% | -30.7% | +3.7% | -26.1% |
| YTD | -8.7% | -46.9% | +38.1% | -6.8% |
| 1Y | +50.6% | -41.1% | +91.7% | +52.7% |
| 3Y | +74.1% | +65.9% | +8.2% | +65.7% |
| All | +3.2% | -70.8% | +74.0% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 5y: compounded portfolio wealth divided by compounded BBAI 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…
5y analysis · Full analysis span regression · 6 months rolling