+184.5%
APA vs BBAI
-70.8%
+255.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -3.2% |
| 7D | +0.5% | -4.3% | +4.8% | +0.6% |
| 30D | +23.4% | -3.6% | +27.0% | +23.5% |
| 3M | +12.7% | -38.8% | +51.5% | +13.7% |
| 6M | +39.4% | -23.8% | +63.2% | +39.8% |
| YTD | +79.0% | -45.9% | +124.9% | +80.5% |
| 1Y | +88.8% | -40.8% | +129.6% | +89.5% |
| 3Y | +6.4% | +69.8% | -63.4% | +2.3% |
| 5Y | +153.0% | -70.3% | +223.3% | +153.5% |
| All | +184.5% | -70.8% | +255.3% | +185.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling