+198.3%
APA vs BBAI
-71.7%
+270.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.0% | +3.0% |
| 7D | +0.3% | -4.1% | +4.4% | +0.4% |
| 30D | +9.3% | -12.4% | +21.7% | +9.6% |
| 3M | +23.3% | -29.1% | +52.4% | +24.1% |
| 6M | +39.5% | -32.6% | +72.1% | +40.2% |
| YTD | +87.6% | -47.6% | +135.2% | +89.4% |
| 1Y | +114.2% | -41.0% | +155.3% | +115.1% |
| 3Y | +13.6% | +67.5% | -53.9% | +9.3% |
| 5Y | +175.6% | -71.3% | +246.9% | +176.6% |
| All | +198.3% | -71.7% | +270.0% | +199.3% |
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