+711.1%
AVGO vs BBAI
-70.8%
+781.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.3% |
| 7D | -3.0% | -4.3% | +1.3% | -2.8% |
| 30D | -14.4% | -3.6% | -10.8% | -14.3% |
| 3M | -14.4% | -38.8% | +24.4% | -13.0% |
| 6M | +13.1% | -23.8% | +36.9% | +14.0% |
| YTD | +3.8% | -45.9% | +49.7% | +5.6% |
| 1Y | +17.8% | -40.8% | +58.6% | +19.3% |
| 3Y | +325.3% | +69.8% | +255.5% | +318.3% |
| 5Y | +689.9% | -70.3% | +760.3% | +637.1% |
| All | +711.1% | -70.8% | +781.9% | +653.8% |
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