-2.5%
APO vs BBAI
-72.7%
+70.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.7% | +9.5% | +2.8% |
| 7D | +5.8% | -14.0% | +19.7% | +7.8% |
| 30D | +8.9% | -12.4% | +21.3% | +10.7% |
| 3M | -13.6% | -42.8% | +29.2% | -7.2% |
| 6M | -5.4% | -54.6% | +49.2% | +3.5% |
| YTD | -13.6% | -64.6% | +51.0% | -4.1% |
| 1Y | -2.5% | -69.9% | +67.4% | +9.6% |
| All | -2.5% | -72.7% | +70.2% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling