+851.7%
ALM vs BBAI
-71.7%
+923.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -4.0% |
| 7D | +3.6% | -4.1% | +7.7% | +3.8% |
| 30D | +33.8% | -12.4% | +46.2% | +34.6% |
| 3M | +14.8% | -29.1% | +43.9% | +16.7% |
| 6M | -7.0% | -32.6% | +25.7% | -5.2% |
| YTD | +108.1% | -47.6% | +155.7% | +113.8% |
| 1Y | +313.8% | -41.0% | +354.8% | +323.1% |
| 3Y | +2,227.6% | +67.5% | +2,160.2% | +2,141.6% |
| 5Y | +956.6% | -71.3% | +1,027.9% | +825.9% |
| All | +851.7% | -71.7% | +923.4% | +723.6% |
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