+678.6%
AU vs BBAI
-70.8%
+749.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.5% |
| 7D | -4.3% | -1.7% | -2.6% | -4.2% |
| 30D | +7.3% | -12.0% | +19.3% | +7.6% |
| 3M | +26.3% | -30.7% | +57.0% | +27.3% |
| 6M | +1.8% | -30.7% | +32.4% | +2.5% |
| YTD | +26.8% | -46.9% | +73.7% | +28.3% |
| 1Y | +66.7% | -41.1% | +107.8% | +68.3% |
| 3Y | +579.1% | +65.9% | +513.2% | +565.3% |
| All | +678.6% | -70.8% | +749.4% | +727.3% |
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