+687.9%
AVGO vs BBAI
-80.9%
+768.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -7.7% | +3.0% | -4.5% |
| 7D | +18.2% | -14.0% | +32.1% | +18.8% |
| 30D | +0.2% | -12.4% | +12.6% | +0.7% |
| 3M | -16.8% | -42.8% | +26.0% | -15.1% |
| 6M | -16.5% | -54.6% | +38.2% | -14.1% |
| YTD | +0.8% | -64.6% | +65.4% | +4.1% |
| 1Y | +2.8% | -69.9% | +72.7% | +6.7% |
| 3Y | +278.5% | +7.3% | +271.2% | +278.2% |
| 5Y | +573.1% | -80.8% | +653.9% | +536.7% |
| All | +687.9% | -80.9% | +768.8% | +643.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling