+717.7%
AVGO vs BBAI
-71.8%
+789.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | +1.0% | -5.4% | +6.4% | +1.2% |
| 30D | -13.3% | -15.3% | +2.0% | -12.8% |
| 3M | -2.9% | -29.9% | +27.0% | -1.7% |
| 6M | +5.7% | -30.7% | +36.4% | +6.9% |
| YTD | +4.6% | -47.8% | +52.4% | +6.6% |
| 1Y | -1.6% | -40.4% | +38.7% | -0.4% |
| 3Y | +336.2% | +66.9% | +269.4% | +329.7% |
| 5Y | +695.6% | -71.4% | +767.0% | +643.2% |
| All | +717.7% | -71.8% | +789.5% | +660.9% |
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