+153.8%
AFL vs BBAI
-71.3%
+225.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.7% |
| 7D | -1.6% | -1.7% | +0.1% | -1.6% |
| 30D | -4.0% | -12.0% | +7.9% | -4.0% |
| 3M | -0.5% | -30.7% | +30.2% | -0.5% |
| 6M | +6.5% | -30.7% | +37.2% | +6.5% |
| YTD | +6.2% | -46.9% | +53.0% | +6.2% |
| 1Y | +8.3% | -41.1% | +49.3% | +8.3% |
| 3Y | +62.5% | +65.9% | -3.4% | +62.4% |
| 5Y | +136.2% | -70.9% | +207.0% | +129.7% |
| All | +153.8% | -71.3% | +225.1% | +148.3% |
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 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