+4.3%
AFRM vs BBAI
-70.8%
+75.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.0% | -0.6% | -2.4% |
| 7D | -7.0% | -4.3% | -2.7% | -6.6% |
| 30D | -7.8% | -3.6% | -4.2% | -7.5% |
| 3M | +5.3% | -38.8% | +44.1% | +10.3% |
| 6M | +42.6% | -23.8% | +66.4% | +46.0% |
| YTD | -2.8% | -45.9% | +43.1% | +2.2% |
| 1Y | -19.3% | -40.8% | +21.5% | -16.7% |
| 3Y | +231.0% | +69.8% | +161.2% | +196.7% |
| 5Y | -22.2% | -70.3% | +48.1% | -20.4% |
| All | +4.3% | -70.8% | +75.1% | +4.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling