+3.9%
AFRM vs BBAI
-70.8%
+74.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +3.1% | -1.0% | +4.1% | +3.2% |
| 30D | -4.2% | -10.7% | +6.5% | -3.1% |
| 3M | +10.1% | -32.3% | +42.4% | +14.1% |
| 6M | +39.4% | -31.3% | +70.7% | +44.1% |
| YTD | -3.2% | -45.9% | +42.8% | +1.9% |
| 1Y | -16.1% | -40.0% | +24.0% | -13.4% |
| 3Y | +220.8% | +72.8% | +148.0% | +187.4% |
| 5Y | -17.7% | -70.4% | +52.7% | -15.9% |
| All | +3.9% | -70.8% | +74.7% | +4.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling