+22.5%
APD vs BBAI
-75.5%
+98.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +10.4% | -8.3% | +2.0% |
| 7D | -1.6% | -5.0% | +3.5% | -1.6% |
| 30D | +10.6% | +2.5% | +8.1% | +10.6% |
| 3M | +2.5% | -25.1% | +27.6% | +2.6% |
| 6M | +6.0% | -41.4% | +47.3% | +6.1% |
| YTD | +28.4% | -54.6% | +83.1% | +28.7% |
| 1Y | +22.2% | -56.9% | +79.0% | +22.4% |
| 3Y | +26.6% | +59.1% | -32.5% | +26.1% |
| 5Y | +11.8% | -75.4% | +87.2% | +12.2% |
| All | +22.5% | -75.5% | +98.0% | +24.1% |
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 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