-11.1%
AXP vs BBAI
-72.7%
+61.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -7.7% | +8.5% | +1.5% |
| 7D | -0.1% | -14.0% | +13.8% | +1.2% |
| 30D | +4.4% | -12.4% | +16.8% | +5.5% |
| 3M | -6.4% | -42.8% | +36.4% | -1.9% |
| 6M | +4.2% | -54.6% | +58.8% | +10.6% |
| YTD | -12.4% | -64.6% | +52.3% | -6.0% |
| 1Y | -11.1% | -69.9% | +58.8% | -3.5% |
| All | -11.1% | -72.7% | +61.6% | -3.5% |
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