-67.8%
APTV vs BBAI
-71.8%
+4.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.0% | +2.7% |
| 7D | -1.8% | -5.4% | +3.6% | -1.7% |
| 30D | -7.9% | -15.3% | +7.4% | -7.6% |
| 3M | -29.9% | -29.9% | -0.1% | -29.4% |
| 6M | -36.6% | -30.7% | -5.9% | -36.2% |
| YTD | -40.0% | -47.8% | +7.8% | -39.3% |
| 1Y | -44.0% | -40.4% | -3.6% | -43.7% |
| 3Y | -54.5% | +66.9% | -121.4% | -55.7% |
| 5Y | -68.8% | -71.4% | +2.6% | -71.0% |
| All | -67.8% | -71.8% | +4.0% | -70.0% |
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