+271.5%
AR vs BBAI
-76.8%
+348.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.5% | -0.2% | +4.2% |
| 7D | -5.8% | -8.3% | +2.5% | -5.6% |
| 30D | +4.8% | -2.9% | +7.7% | +4.8% |
| 3M | +1.5% | -28.2% | +29.7% | +2.3% |
| 6M | +4.7% | -44.5% | +49.2% | +6.0% |
| YTD | +9.2% | -57.0% | +66.2% | +11.0% |
| 1Y | +11.2% | -59.4% | +70.5% | +13.0% |
| 3Y | +46.2% | +48.7% | -2.5% | +40.3% |
| 5Y | +98.1% | -76.8% | +174.8% | +87.0% |
| All | +271.5% | -76.8% | +348.3% | +256.4% |
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