+85.2%
AZO vs BBAI
-70.8%
+156.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | -0.2% |
| 7D | -3.6% | -1.7% | -1.9% | -3.6% |
| 30D | -5.6% | -12.0% | +6.4% | -5.6% |
| 3M | -6.6% | -30.7% | +24.0% | -6.7% |
| 6M | -22.5% | -30.7% | +8.2% | -22.5% |
| YTD | -15.2% | -46.9% | +31.7% | -15.2% |
| 1Y | -33.9% | -41.1% | +7.1% | -34.0% |
| 3Y | +11.8% | +65.9% | -54.1% | +11.8% |
| All | +85.2% | -70.8% | +156.0% | +87.8% |
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