+87.8%
AEP vs BBAI
-79.3%
+167.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -10.0% | +9.8% | -0.3% |
| 7D | +2.5% | -6.8% | +9.2% | +2.4% |
| 30D | +3.4% | -13.4% | +16.8% | +3.3% |
| 3M | +4.2% | -36.5% | +40.7% | +4.0% |
| 6M | -0.8% | -50.6% | +49.8% | -1.1% |
| YTD | +15.2% | -61.7% | +76.9% | +14.9% |
| 1Y | +8.3% | -71.1% | +79.4% | +7.9% |
| 3Y | +84.2% | +32.7% | +51.5% | +85.5% |
| 5Y | +87.8% | -79.2% | +167.0% | +92.6% |
| All | +87.8% | -79.3% | +167.1% | +92.6% |
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