-15.5%
ALC vs BBAI
-70.3%
+54.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -2.2% |
| 7D | -2.1% | -4.3% | +2.2% | -2.1% |
| 30D | -0.1% | -3.6% | +3.5% | -0.1% |
| 3M | +5.9% | -38.8% | +44.7% | +6.4% |
| 6M | -15.9% | -23.8% | +7.8% | -15.8% |
| YTD | -10.1% | -45.9% | +35.8% | -9.7% |
| 1Y | -10.2% | -40.8% | +30.6% | -10.1% |
| 3Y | -13.6% | +69.8% | -83.3% | -15.1% |
| All | -15.5% | -70.3% | +54.8% | -20.1% |
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