+109.8%
AAPL vs BBAI
-71.3%
+181.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.2% |
| 7D | -3.0% | -4.1% | +1.1% | -2.9% |
| 30D | +2.3% | -12.4% | +14.7% | +2.4% |
| 3M | +8.6% | -29.1% | +37.7% | +9.0% |
| 6M | +21.6% | -32.6% | +54.2% | +21.9% |
| YTD | +16.3% | -47.6% | +63.9% | +16.8% |
| 1Y | +35.1% | -41.0% | +76.1% | +35.4% |
| 3Y | +79.4% | +67.5% | +11.9% | +77.5% |
| 5Y | +109.8% | -71.3% | +181.1% | +101.7% |
| All | +109.8% | -71.3% | +181.1% | +101.7% |
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