+575.6%
AU vs BBAI
+62.1%
+513.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.3% |
| 7D | -7.0% | -5.4% | -1.6% | -6.6% |
| 30D | +7.3% | -15.3% | +22.6% | +8.4% |
| 3M | +33.2% | -29.9% | +63.1% | +36.0% |
| 6M | -0.6% | -30.7% | +30.1% | +1.3% |
| YTD | +26.2% | -47.8% | +73.9% | +30.1% |
| 1Y | +68.3% | -40.4% | +108.6% | +73.0% |
| All | +575.6% | +62.1% | +513.5% | +532.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling