+123.4%
AS vs BBAI
+15.8%
+107.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.7% | +6.9% | -0.1% |
| 7D | -4.9% | -14.0% | +9.1% | -3.6% |
| 30D | +3.9% | -12.4% | +16.3% | +4.9% |
| 3M | -9.6% | -42.8% | +33.2% | -5.2% |
| 6M | -8.7% | -54.6% | +46.0% | -2.7% |
| YTD | -19.8% | -64.6% | +44.8% | -13.5% |
| 1Y | -1.5% | -69.9% | +68.3% | +7.3% |
| All | +123.4% | +15.8% | +107.7% | +95.9% |
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