+190.3%
APO vs BBAI
-80.9%
+271.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.7% | +9.5% | +2.0% |
| 7D | +5.8% | -14.0% | +19.7% | +6.2% |
| 30D | +8.9% | -12.4% | +21.3% | +9.3% |
| 3M | -13.6% | -42.8% | +29.2% | -12.3% |
| 6M | -5.4% | -54.6% | +49.2% | -3.4% |
| YTD | -13.6% | -64.6% | +51.0% | -11.4% |
| 1Y | -2.5% | -69.9% | +67.4% | +0.3% |
| 3Y | +50.9% | +7.3% | +43.6% | +48.6% |
| 5Y | +81.4% | -80.8% | +162.2% | +82.9% |
| All | +190.3% | -80.9% | +271.2% | +199.2% |
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