+41.2%
AEE vs BBAI
-70.8%
+112.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | 0.0% |
| 7D | -0.8% | -1.7% | +0.9% | -0.8% |
| 30D | -2.9% | -12.0% | +9.0% | -3.0% |
| 3M | -2.4% | -30.7% | +28.3% | -2.5% |
| 6M | -2.7% | -30.7% | +28.0% | -2.8% |
| YTD | +7.3% | -46.9% | +54.1% | +7.1% |
| 1Y | +7.5% | -41.1% | +48.6% | +7.5% |
| 3Y | +46.2% | +65.9% | -19.7% | +47.3% |
| All | +41.2% | -70.8% | +112.0% | +39.4% |
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