+191.3%
AAPL vs BBAI
-80.9%
+272.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.7% | +8.1% | +0.5% |
| 7D | +4.1% | -14.0% | +18.1% | +4.3% |
| 30D | +4.0% | -12.4% | +16.3% | +4.1% |
| 3M | +16.8% | -42.8% | +59.6% | +17.4% |
| 6M | +19.4% | -54.6% | +74.0% | +20.2% |
| YTD | +31.5% | -64.6% | +96.1% | +32.6% |
| 1Y | +31.0% | -69.9% | +100.9% | +32.2% |
| 3Y | +95.3% | +7.3% | +88.0% | +94.0% |
| 5Y | +143.4% | -80.8% | +224.2% | +137.7% |
| All | +191.3% | -80.9% | +272.2% | +183.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling