+10.0%
APD vs BBAI
-77.8%
+87.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -3.7% | -14.6% | +11.0% | -3.6% |
| 30D | +9.6% | -11.6% | +21.2% | +9.6% |
| 3M | +1.6% | -26.2% | +27.9% | +1.7% |
| 6M | +2.2% | -49.2% | +51.4% | +2.4% |
| YTD | +25.9% | -58.9% | +84.8% | +26.1% |
| 1Y | +20.1% | -60.8% | +80.9% | +20.4% |
| 3Y | +12.4% | +51.0% | -38.6% | +12.0% |
| All | +10.0% | -77.8% | +87.7% | +10.6% |
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 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