+154.0%
ADI vs BBAI
-71.3%
+225.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.1% | +4.8% |
| 7D | +4.6% | -1.7% | +6.3% | +4.6% |
| 30D | -1.2% | -12.0% | +10.8% | -0.9% |
| 3M | -7.8% | -30.7% | +22.9% | -7.2% |
| 6M | +19.3% | -30.7% | +50.0% | +19.9% |
| YTD | +40.9% | -46.9% | +87.8% | +42.1% |
| 1Y | +54.5% | -41.1% | +95.6% | +55.2% |
| 3Y | +123.4% | +65.9% | +57.5% | +119.2% |
| 5Y | +142.3% | -70.9% | +213.2% | +137.7% |
| All | +154.0% | -71.3% | +225.3% | +149.6% |
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