+528.8%
APP vs BBAI
-74.9%
+603.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +10.4% | -5.6% | +4.2% |
| 7D | +79.2% | -5.0% | +84.2% | +79.3% |
| 30D | +48.0% | +2.5% | +45.5% | +47.3% |
| 3M | +18.2% | -25.1% | +43.3% | +19.8% |
| 6M | -12.5% | -41.4% | +28.9% | -10.1% |
| YTD | -39.2% | -54.6% | +15.5% | -36.7% |
| 1Y | -33.9% | -56.9% | +23.0% | -31.2% |
| 3Y | +933.3% | +59.1% | +874.2% | +900.9% |
| 5Y | +295.9% | -75.4% | +371.3% | +355.6% |
| All | +528.8% | -74.9% | +603.7% | +585.9% |
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