-16.7%
AWK vs BBAI
-71.3%
+54.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.0% | -0.1% |
| 7D | +0.6% | -4.1% | +4.7% | +0.6% |
| 30D | +4.3% | -12.4% | +16.7% | +4.2% |
| 3M | +12.5% | -29.1% | +41.6% | +12.3% |
| 6M | +3.3% | -32.6% | +35.9% | +3.1% |
| YTD | +9.8% | -47.6% | +57.4% | +9.5% |
| 1Y | +2.9% | -41.0% | +43.9% | +2.7% |
| 3Y | +9.6% | +67.5% | -57.8% | +9.9% |
| 5Y | -16.7% | -71.3% | +54.6% | -17.3% |
| All | -16.7% | -71.3% | +54.6% | -17.3% |
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