+10.3%
APA vs BBAI
+79.7%
-69.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -1.7% | -1.0% | -0.7% | -1.7% |
| 30D | +15.7% | -10.7% | +26.4% | +16.1% |
| 3M | +16.5% | -32.3% | +48.7% | +17.8% |
| 6M | +35.1% | -31.3% | +66.4% | +36.3% |
| YTD | +82.2% | -45.9% | +128.1% | +85.1% |
| 1Y | +102.5% | -40.0% | +142.5% | +103.6% |
| 3Y | +10.3% | +72.8% | -62.5% | -0.4% |
| All | +10.3% | +79.7% | -69.4% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling