-35.1%
AUR vs BBAI
-70.8%
+35.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.5% |
| 7D | +1.4% | -1.7% | +3.1% | +1.5% |
| 30D | -6.4% | -12.0% | +5.6% | -5.5% |
| 3M | +7.7% | -30.7% | +38.4% | +10.5% |
| 6M | +44.5% | -30.7% | +75.2% | +48.3% |
| YTD | +67.4% | -46.9% | +114.3% | +74.5% |
| 1Y | +15.4% | -41.1% | +56.5% | +19.1% |
| 3Y | +94.8% | +65.9% | +29.0% | +86.8% |
| All | -35.1% | -70.8% | +35.7% | -33.2% |
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 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