+31.2%
AG vs BBAI
-70.8%
+102.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.9% |
| 7D | +1.0% | -4.3% | +5.3% | +1.2% |
| 30D | +19.2% | -3.6% | +22.8% | +19.3% |
| 3M | +6.2% | -38.8% | +44.9% | +8.0% |
| 6M | -26.7% | -23.8% | -2.9% | -26.0% |
| YTD | +26.1% | -45.9% | +72.0% | +28.6% |
| 1Y | +131.7% | -40.8% | +172.4% | +135.2% |
| 3Y | +255.3% | +69.8% | +185.6% | +245.1% |
| 5Y | +61.9% | -70.3% | +132.3% | +67.6% |
| All | +31.2% | -70.8% | +102.0% | +31.7% |
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 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