+185.3%
APO vs BBAI
-79.3%
+264.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -10.0% | +8.7% | -1.0% |
| 7D | +3.5% | -6.8% | +10.2% | +3.7% |
| 30D | +4.4% | -13.4% | +17.7% | +4.8% |
| 3M | -12.1% | -36.5% | +24.4% | -11.0% |
| 6M | -7.2% | -50.6% | +43.4% | -5.5% |
| YTD | -15.1% | -61.7% | +46.5% | -13.1% |
| 1Y | -7.7% | -71.1% | +63.5% | -4.9% |
| 3Y | +49.6% | +32.7% | +16.9% | +46.8% |
| 5Y | +78.3% | -79.2% | +157.5% | +79.3% |
| All | +185.3% | -79.3% | +264.6% | +193.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling