+322.6%
ALM vs BBAI
-76.8%
+399.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -5.3% | -1.9% | -7.0% |
| 7D | -6.3% | -8.3% | +2.0% | -5.9% |
| 30D | -31.4% | -2.9% | -28.5% | -31.3% |
| 3M | -40.6% | -28.2% | -12.4% | -39.6% |
| 6M | -58.6% | -44.5% | -14.1% | -57.4% |
| YTD | -7.6% | -57.0% | +49.4% | -4.0% |
| 1Y | +13.8% | -59.4% | +73.2% | +18.2% |
| 3Y | +842.1% | +48.7% | +793.4% | +816.1% |
| 5Y | +407.4% | -76.8% | +484.2% | +350.7% |
| All | +322.6% | -76.8% | +399.4% | +269.6% |
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