+166.1%
APA vs BBAI
-70.3%
+236.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +16.0% |
| 3M | +16.5% | -32.3% | +48.7% | +17.2% |
| 6M | +35.1% | -31.3% | +66.4% | +35.7% |
| YTD | +82.2% | -45.9% | +128.1% | +83.8% |
| 1Y | +102.5% | -40.0% | +142.5% | +103.2% |
| 3Y | +10.3% | +72.8% | -62.5% | +6.1% |
| 5Y | +166.1% | -70.4% | +236.5% | +165.8% |
| All | +166.1% | -70.3% | +236.4% | +165.8% |
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