+66.7%
AU vs BBAI
-39.3%
+106.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.1% |
| 7D | -4.3% | -1.7% | -2.6% | -3.9% |
| 30D | +7.3% | -12.0% | +19.3% | +10.6% |
| 3M | +26.3% | -30.7% | +57.0% | +36.8% |
| 6M | +1.8% | -30.7% | +32.4% | +9.2% |
| YTD | +26.8% | -46.9% | +73.7% | +43.1% |
| 1Y | +66.7% | -41.1% | +107.8% | +91.9% |
| All | +66.7% | -39.3% | +106.0% | +91.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling