+292.6%
APP vs BBAI
-77.8%
+370.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +9.9% |
| 7D | +71.2% | -14.6% | +85.8% | +72.4% |
| 30D | +39.1% | -11.6% | +50.6% | +39.6% |
| 3M | +16.5% | -26.2% | +42.8% | +18.2% |
| 6M | -16.6% | -49.2% | +32.6% | -13.5% |
| YTD | -41.9% | -58.9% | +16.9% | -39.3% |
| 1Y | -37.0% | -60.8% | +23.7% | -34.2% |
| 3Y | +892.4% | +51.0% | +841.4% | +866.5% |
| All | +292.6% | -77.8% | +370.4% | +341.7% |
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