+367.3%
AGI vs BBAI
-71.3%
+438.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.7% |
| 7D | -2.7% | -1.7% | -1.0% | -2.7% |
| 30D | +7.2% | -12.0% | +19.2% | +7.6% |
| 3M | +4.3% | -30.7% | +34.9% | +5.1% |
| 6M | -27.1% | -30.7% | +3.6% | -26.6% |
| YTD | -6.6% | -46.9% | +40.2% | -5.6% |
| 1Y | +9.5% | -41.1% | +50.6% | +10.5% |
| 3Y | +208.4% | +65.9% | +142.5% | +202.6% |
| 5Y | +401.6% | -70.9% | +472.5% | +416.0% |
| All | +367.3% | -71.3% | +438.6% | +373.5% |
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