+134.9%
AXP vs BBAI
-77.8%
+212.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.6% | -14.6% | +15.2% | +0.9% |
| 30D | +5.8% | -11.6% | +17.4% | +6.0% |
| 3M | -6.0% | -26.2% | +20.2% | -5.5% |
| 6M | +0.3% | -49.2% | +49.5% | +1.5% |
| YTD | -12.3% | -58.9% | +46.6% | -11.0% |
| 1Y | -11.2% | -60.8% | +49.5% | -10.0% |
| 3Y | +117.0% | +51.0% | +66.0% | +112.9% |
| 5Y | +93.2% | -77.7% | +170.9% | +85.4% |
| All | +134.9% | -77.8% | +212.7% | +125.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling