+44.9%
AMZN vs BBAI
-71.3%
+116.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.7% |
| 7D | -1.0% | -4.1% | +3.1% | -0.9% |
| 30D | -9.2% | -12.4% | +3.1% | -9.1% |
| 3M | +3.4% | -29.1% | +32.4% | +3.8% |
| 6M | +18.2% | -32.6% | +50.8% | +18.8% |
| YTD | +9.3% | -47.6% | +56.9% | +10.1% |
| 1Y | +5.9% | -41.0% | +47.0% | +6.3% |
| 3Y | +82.6% | +67.5% | +15.1% | +79.9% |
| 5Y | +44.9% | -71.3% | +116.2% | +44.1% |
| All | +44.9% | -71.3% | +116.1% | +44.1% |
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