+144.3%
AR vs BBAI
-70.3%
+214.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.8% | -1.0% | -0.8% | -1.8% |
| 30D | +12.6% | -10.7% | +23.3% | +12.9% |
| 3M | +10.0% | -32.3% | +42.3% | +11.0% |
| 6M | +0.6% | -31.3% | +31.9% | +1.3% |
| YTD | +13.4% | -45.9% | +59.3% | +14.7% |
| 1Y | +21.7% | -40.0% | +61.7% | +22.3% |
| 3Y | +45.8% | +72.8% | -27.0% | +39.2% |
| 5Y | +144.3% | -70.4% | +214.6% | +120.6% |
| All | +144.3% | -70.3% | +214.5% | +120.6% |
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