+302.2%
AEM vs BBAI
+24.0%
+278.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.7% | +7.8% | +0.6% |
| 7D | -6.8% | -14.0% | +7.1% | -5.9% |
| 30D | +0.8% | -12.4% | +13.2% | +1.5% |
| 3M | -0.8% | -42.8% | +42.0% | +2.6% |
| 6M | -8.5% | -54.6% | +46.1% | -4.2% |
| YTD | +5.9% | -64.6% | +70.6% | +11.9% |
| 1Y | +6.6% | -69.9% | +76.5% | +13.1% |
| 3Y | +302.2% | +7.3% | +294.9% | +271.1% |
| All | +302.2% | +24.0% | +278.2% | +271.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling