+398.3%
APH vs BBAI
-70.8%
+469.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.2% | -1.0% | +1.2% | +0.2% |
| 30D | -3.3% | -10.7% | +7.4% | -3.1% |
| 3M | +14.0% | -32.3% | +46.3% | +15.1% |
| 6M | +24.4% | -31.3% | +55.7% | +25.3% |
| YTD | +21.4% | -45.9% | +67.3% | +22.9% |
| 1Y | +48.9% | -40.0% | +89.0% | +50.1% |
| 3Y | +290.1% | +72.8% | +217.3% | +282.2% |
| 5Y | +352.8% | -70.4% | +423.2% | +339.1% |
| All | +398.3% | -70.8% | +469.1% | +383.4% |
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