-5.1%
AFRM vs BBAI
-79.3%
+74.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -10.0% | +7.1% | -1.9% |
| 7D | -5.5% | -6.8% | +1.3% | -4.9% |
| 30D | -15.5% | -13.4% | -2.1% | -14.3% |
| 3M | -10.3% | -36.5% | +26.2% | -6.3% |
| 6M | +0.6% | -50.6% | +51.2% | +7.5% |
| YTD | -11.5% | -61.7% | +50.1% | -3.8% |
| 1Y | -16.6% | -71.1% | +54.5% | -7.3% |
| 3Y | +193.5% | +32.7% | +160.8% | +170.9% |
| 5Y | -55.8% | -79.2% | +23.4% | -53.7% |
| All | -5.1% | -79.3% | +74.2% | -1.4% |
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 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