+377.5%
APH vs BBAI
-80.9%
+458.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.7% | +6.0% | -1.5% |
| 7D | +4.9% | -14.0% | +18.8% | +5.3% |
| 30D | -5.4% | -12.4% | +7.0% | -5.0% |
| 3M | -5.5% | -42.8% | +37.4% | -4.1% |
| 6M | +25.9% | -54.6% | +80.5% | +28.4% |
| YTD | +16.4% | -64.6% | +81.0% | +19.1% |
| 1Y | +16.5% | -69.9% | +86.4% | +19.6% |
| 3Y | +270.9% | +7.3% | +263.5% | +267.8% |
| 5Y | +289.5% | -80.8% | +370.3% | +281.7% |
| All | +377.5% | -80.9% | +458.4% | +368.6% |
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 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