-59.2%
AVTR vs BBAI
-77.0%
+17.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.0% |
| 7D | +0.5% | -10.2% | +10.7% | +0.6% |
| 30D | +1.5% | 0.0% | +1.5% | +1.5% |
| 3M | +14.2% | -30.9% | +45.2% | +14.6% |
| 6M | +97.4% | -46.8% | +144.1% | +98.3% |
| YTD | +37.3% | -57.4% | +94.7% | +38.0% |
| 1Y | +36.8% | -62.0% | +98.8% | +37.6% |
| 3Y | -15.2% | +47.4% | -62.7% | -15.8% |
| 5Y | -59.2% | -77.0% | +17.8% | -59.0% |
| All | -59.2% | -77.0% | +17.8% | -59.0% |
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