+399.8%
ALM vs BBAI
-77.8%
+477.6%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -6.7% | -14.6% | +7.9% | -5.9% |
| 30D | -32.9% | -11.6% | -21.3% | -32.5% |
| 3M | -39.5% | -26.2% | -13.2% | -38.6% |
| 6M | -62.0% | -49.2% | -12.8% | -60.7% |
| YTD | -7.8% | -58.9% | +51.1% | -4.1% |
| 1Y | +26.7% | -60.8% | +87.5% | +31.8% |
| 3Y | +825.4% | +51.0% | +774.3% | +800.2% |
| All | +399.8% | -77.8% | +477.6% | +341.1% |
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