-58.3%
AFRM vs BBAI
-77.8%
+19.5%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -7.3% | -14.6% | +7.3% | -5.8% |
| 30D | -9.6% | -11.6% | +2.0% | -8.4% |
| 3M | -11.1% | -26.2% | +15.2% | -8.4% |
| 6M | +3.9% | -49.2% | +53.1% | +10.7% |
| YTD | -8.5% | -58.9% | +50.4% | -1.1% |
| 1Y | +3.3% | -60.8% | +64.0% | +11.6% |
| 3Y | +213.7% | +51.0% | +162.7% | +186.6% |
| All | -58.3% | -77.8% | +19.5% | -59.6% |
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