-10.2%
AMCR vs BBAI
-71.4%
+61.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -5.0% | -5.4% | +0.4% | -4.9% |
| 30D | -8.0% | -15.3% | +7.3% | -7.9% |
| 3M | +14.3% | -29.9% | +44.1% | +14.5% |
| 6M | +5.3% | -30.7% | +36.0% | +5.5% |
| YTD | +7.7% | -47.8% | +55.5% | +8.1% |
| 1Y | +10.8% | -40.4% | +51.2% | +11.0% |
| 3Y | +9.6% | +66.9% | -57.3% | +8.9% |
| 5Y | -10.2% | -71.4% | +61.2% | -13.6% |
| All | -10.2% | -71.4% | +61.2% | -13.6% |
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 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