+25.3%
APD vs BBAI
-79.3%
+104.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -10.0% | +10.3% | +0.4% |
| 7D | +2.2% | -6.8% | +8.9% | +2.2% |
| 30D | +9.4% | -13.4% | +22.8% | +9.5% |
| 3M | +4.7% | -36.5% | +41.2% | +4.8% |
| 6M | +5.5% | -50.6% | +56.1% | +5.7% |
| YTD | +31.4% | -61.7% | +93.1% | +31.7% |
| 1Y | +24.1% | -71.1% | +95.2% | +24.5% |
| 3Y | +28.8% | +32.7% | -3.9% | +28.4% |
| 5Y | +15.8% | -79.2% | +95.0% | +16.3% |
| All | +25.3% | -79.3% | +104.6% | +27.0% |
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