+78.6%
AEP vs BBAI
+62.6%
+15.9%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.6% |
| 7D | +0.9% | -4.1% | +5.0% | +0.9% |
| 30D | +1.5% | -12.4% | +13.9% | +1.5% |
| 3M | -1.7% | -29.1% | +27.4% | -1.7% |
| 6M | -4.0% | -32.6% | +28.6% | -4.0% |
| YTD | +10.6% | -47.6% | +58.2% | +10.7% |
| 1Y | +18.6% | -41.0% | +59.7% | +18.7% |
| All | +78.6% | +62.6% | +15.9% | +68.3% |
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