+448.6%
AU vs BBAI
-71.7%
+520.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.7% |
| 7D | +0.6% | -4.1% | +4.7% | +0.8% |
| 30D | +12.3% | -12.4% | +24.7% | +12.7% |
| 3M | +29.4% | -29.1% | +58.4% | +30.3% |
| 6M | +3.2% | -32.6% | +35.8% | +4.0% |
| YTD | +31.8% | -47.6% | +79.4% | +33.4% |
| 1Y | +83.4% | -41.0% | +124.4% | +85.2% |
| 3Y | +623.1% | +67.5% | +555.6% | +608.4% |
| 5Y | +700.5% | -71.3% | +771.8% | +707.6% |
| All | +448.6% | -71.7% | +520.3% | +451.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling