+355.9%
APH vs BBAI
-70.3%
+426.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +0.9% |
| 7D | +5.0% | -4.3% | +9.2% | +5.1% |
| 30D | -3.9% | -3.6% | -0.2% | -3.8% |
| 3M | +13.0% | -38.8% | +51.8% | +14.3% |
| 6M | +25.2% | -23.8% | +48.9% | +25.7% |
| YTD | +22.9% | -45.9% | +68.9% | +24.4% |
| 1Y | +47.8% | -40.8% | +88.6% | +49.0% |
| 3Y | +283.0% | +69.8% | +213.3% | +275.3% |
| All | +355.9% | -70.3% | +426.2% | +338.5% |
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