+391.7%
APP vs BBAI
-70.1%
+461.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +2.3% |
| 7D | +0.9% | -4.3% | +5.1% | +1.1% |
| 30D | -23.3% | -3.6% | -19.6% | -23.1% |
| 3M | -42.6% | -38.8% | -3.9% | -41.0% |
| 6M | -33.6% | -23.8% | -9.8% | -32.6% |
| YTD | -52.4% | -45.9% | -6.5% | -50.9% |
| 1Y | -35.9% | -40.8% | +4.9% | -34.5% |
| 3Y | +642.2% | +69.8% | +572.4% | +613.8% |
| 5Y | +311.1% | -70.3% | +381.4% | +368.3% |
| All | +391.7% | -70.1% | +461.7% | +432.4% |
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