-32.5%
AAL vs BBAI
-70.3%
+37.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -0.3% | -1.0% | +0.7% | -0.3% |
| 30D | -19.0% | -10.7% | -8.3% | -18.6% |
| 3M | -5.1% | -32.3% | +27.2% | -3.5% |
| 6M | +15.5% | -31.3% | +46.8% | +17.1% |
| YTD | -15.8% | -45.9% | +30.1% | -14.0% |
| 1Y | -0.3% | -40.0% | +39.7% | +0.8% |
| 3Y | -7.7% | +72.8% | -80.4% | -14.1% |
| 5Y | -32.5% | -70.4% | +37.8% | -42.9% |
| All | -32.5% | -70.3% | +37.8% | -42.9% |
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