-56.0%
AFRM vs BBAI
-80.9%
+24.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.7% | +6.6% | -0.3% |
| 7D | -4.4% | -14.0% | +9.6% | -3.1% |
| 30D | -7.7% | -12.4% | +4.7% | -6.5% |
| 3M | -16.9% | -42.8% | +25.9% | -12.2% |
| 6M | +2.5% | -54.6% | +57.1% | +10.4% |
| YTD | -12.5% | -64.6% | +52.1% | -4.1% |
| 1Y | -11.0% | -69.9% | +58.8% | -1.4% |
| 3Y | +184.6% | +7.3% | +177.3% | +166.5% |
| All | -56.0% | -80.9% | +24.9% | -57.2% |
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