+26.1%
AG vs BBAI
-71.8%
+97.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.9% |
| 7D | -5.8% | -5.4% | -0.4% | -5.6% |
| 30D | +6.4% | -15.3% | +21.7% | +7.0% |
| 3M | +28.4% | -29.9% | +58.2% | +30.0% |
| 6M | -24.5% | -30.7% | +6.3% | -23.5% |
| YTD | +21.2% | -47.8% | +69.0% | +23.7% |
| 1Y | +114.1% | -40.4% | +154.5% | +117.5% |
| 3Y | +268.0% | +66.9% | +201.2% | +257.8% |
| 5Y | +67.3% | -71.4% | +138.7% | +73.3% |
| All | +26.1% | -71.8% | +97.9% | +26.7% |
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