+189.1%
APO vs BBAI
-77.0%
+266.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.2% |
| 7D | +0.2% | -10.2% | +10.3% | +0.5% |
| 30D | +3.1% | 0.0% | +3.1% | +3.1% |
| 3M | -12.0% | -30.9% | +18.9% | -11.1% |
| 6M | -5.0% | -46.8% | +41.8% | -3.4% |
| YTD | -14.0% | -57.4% | +43.4% | -12.3% |
| 1Y | -5.9% | -62.0% | +56.1% | -3.9% |
| 3Y | +51.6% | +47.4% | +4.1% | +48.3% |
| 5Y | +80.8% | -77.0% | +157.7% | +81.2% |
| All | +189.1% | -77.0% | +266.1% | +196.3% |
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