+271.7%
AEM vs BBAI
-71.8%
+343.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.6% | -2.9% |
| 7D | -5.0% | -5.4% | +0.3% | -4.9% |
| 30D | +8.5% | -15.3% | +23.8% | +8.8% |
| 3M | +29.3% | -29.9% | +59.1% | +30.1% |
| 6M | -12.9% | -30.7% | +17.8% | -12.4% |
| YTD | +16.8% | -47.8% | +64.5% | +18.0% |
| 1Y | +29.8% | -40.4% | +70.2% | +30.8% |
| 3Y | +336.7% | +66.9% | +269.9% | +330.0% |
| 5Y | +299.9% | -71.4% | +371.3% | +295.5% |
| All | +271.7% | -71.8% | +343.5% | +264.8% |
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