+966.7%
ATI vs BBAI
-77.0%
+1,043.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +2.7% |
| 7D | +4.7% | -10.2% | +14.9% | +5.1% |
| 30D | -0.2% | 0.0% | -0.2% | -0.3% |
| 3M | -18.5% | -30.9% | +12.4% | -17.5% |
| 6M | +16.4% | -46.8% | +63.1% | +18.6% |
| YTD | +63.4% | -57.4% | +120.8% | +67.2% |
| 1Y | +91.5% | -62.0% | +153.6% | +96.2% |
| 3Y | +329.2% | +47.4% | +281.8% | +316.8% |
| 5Y | +966.7% | -77.0% | +1,043.7% | +934.3% |
| All | +966.7% | -77.0% | +1,043.7% | +934.3% |
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