+52.3%
AEE vs BBAI
-70.8%
+123.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | 0.0% |
| 7D | +0.3% | -4.3% | +4.6% | +0.3% |
| 30D | -2.3% | -3.6% | +1.4% | -2.3% |
| 3M | +0.2% | -38.8% | +39.0% | +0.1% |
| 6M | -4.7% | -23.8% | +19.0% | -4.8% |
| YTD | +8.1% | -45.9% | +54.0% | +8.0% |
| 1Y | +8.5% | -40.8% | +49.3% | +8.5% |
| 3Y | +48.9% | +69.8% | -20.9% | +50.1% |
| 5Y | +39.9% | -70.3% | +110.2% | +38.6% |
| All | +52.3% | -70.8% | +123.1% | +50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling