+135.1%
ADI vs BBAI
-71.3%
+206.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.6% |
| 7D | +2.6% | -4.1% | +6.7% | +2.7% |
| 30D | -4.6% | -12.4% | +7.8% | -4.4% |
| 3M | -9.5% | -29.1% | +19.6% | -9.0% |
| 6M | +14.8% | -32.6% | +47.5% | +15.5% |
| YTD | +35.8% | -47.6% | +83.4% | +37.0% |
| 1Y | +48.9% | -41.0% | +90.0% | +49.7% |
| 3Y | +115.6% | +67.5% | +48.1% | +111.5% |
| 5Y | +135.1% | -71.3% | +206.4% | +129.0% |
| All | +135.1% | -71.3% | +206.4% | +129.0% |
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