-11.7%
AXP vs BBAI
-67.0%
+55.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | -2.9% | -10.2% | +7.3% | -2.0% |
| 30D | +3.7% | 0.0% | +3.7% | +3.5% |
| 3M | -4.9% | -30.9% | +26.0% | -2.0% |
| 6M | +4.1% | -46.8% | +50.8% | +8.9% |
| YTD | -11.7% | -57.4% | +45.7% | -6.8% |
| 1Y | -11.7% | -62.0% | +50.3% | -6.4% |
| All | -11.7% | -67.0% | +55.2% | -6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling