+82.7%
APO vs BBAI
-76.7%
+159.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.3% | +5.7% | +0.6% |
| 7D | +8.1% | -8.3% | +16.4% | +8.4% |
| 30D | +3.4% | -2.9% | +6.4% | +3.5% |
| 3M | -6.6% | -28.2% | +21.5% | -5.8% |
| 6M | -7.1% | -44.5% | +37.4% | -5.7% |
| YTD | -14.1% | -57.0% | +42.9% | -12.4% |
| 1Y | -4.7% | -59.4% | +54.7% | -2.8% |
| 3Y | +51.3% | +48.7% | +2.6% | +48.0% |
| 5Y | +82.7% | -76.8% | +159.5% | +81.3% |
| All | +82.7% | -76.7% | +159.4% | +81.3% |
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 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