+203.3%
APO vs BBAI
-71.3%
+274.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -0.9% | +0.8% |
| 7D | -3.5% | -1.7% | -1.8% | -3.5% |
| 30D | -6.6% | -12.0% | +5.4% | -6.2% |
| 3M | -3.3% | -30.7% | +27.4% | -2.3% |
| 6M | +22.6% | -30.7% | +53.3% | +23.6% |
| YTD | -9.8% | -46.9% | +37.1% | -8.5% |
| 1Y | -3.9% | -41.1% | +37.2% | -3.1% |
| 3Y | +52.5% | +65.9% | -13.4% | +48.4% |
| 5Y | +134.0% | -70.9% | +204.9% | +133.8% |
| All | +203.3% | -71.3% | +274.6% | +209.0% |
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