-7.4%
AMT vs BBAI
-79.3%
+71.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -10.0% | +9.8% | -0.2% |
| 7D | -2.2% | -6.8% | +4.6% | -2.1% |
| 30D | +5.8% | -13.4% | +19.2% | +5.9% |
| 3M | +12.6% | -36.5% | +49.1% | +12.9% |
| 6M | +8.3% | -50.6% | +58.9% | +8.8% |
| YTD | +11.4% | -61.7% | +73.1% | +12.1% |
| 1Y | +7.7% | -71.1% | +78.9% | +8.6% |
| 3Y | +14.8% | +32.7% | -17.9% | +12.6% |
| 5Y | -18.0% | -79.2% | +61.3% | -19.7% |
| All | -7.4% | -79.3% | +71.9% | -9.4% |
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