-64.5%
AVTR vs BBAI
-71.3%
+6.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -2.4% |
| 7D | +1.6% | -4.1% | +5.6% | +1.6% |
| 30D | +8.4% | -12.4% | +20.8% | +8.5% |
| 3M | +50.2% | -29.1% | +79.2% | +50.6% |
| 6M | +82.6% | -32.6% | +115.2% | +83.1% |
| YTD | +29.8% | -47.6% | +77.4% | +30.4% |
| 1Y | +16.0% | -41.0% | +57.0% | +16.3% |
| 3Y | -26.4% | +67.5% | -93.9% | -27.1% |
| 5Y | -64.5% | -71.3% | +6.8% | -65.6% |
| All | -64.5% | -71.3% | +6.8% | -65.6% |
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