+53.4%
ALLE vs BBAI
-80.9%
+134.2%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.7% | +8.7% | +1.1% |
| 7D | +3.6% | -14.0% | +17.5% | +3.8% |
| 30D | +25.9% | -12.4% | +38.3% | +26.1% |
| 3M | +15.8% | -42.8% | +58.6% | +16.7% |
| 6M | +48.1% | -54.6% | +102.7% | +49.6% |
| YTD | +22.0% | -64.6% | +86.6% | +23.5% |
| 1Y | +18.0% | -69.9% | +87.9% | +19.7% |
| 3Y | +93.1% | +7.3% | +85.8% | +89.5% |
| All | +53.4% | -80.9% | +134.2% | +44.9% |
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