+11.5%
APD vs BBAI
+79.1%
-67.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.9% |
| 7D | -2.2% | -4.3% | +2.0% | -2.1% |
| 30D | +2.1% | -3.6% | +5.7% | +2.1% |
| 3M | +7.2% | -38.8% | +46.0% | +8.0% |
| 6M | +11.2% | -23.8% | +35.0% | +11.5% |
| YTD | +24.4% | -45.9% | +70.3% | +25.4% |
| 1Y | +6.7% | -40.8% | +47.4% | +6.8% |
| All | +11.5% | +79.1% | -67.7% | +1.6% |
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