+105.6%
AZO vs BBAI
-71.7%
+177.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.4% |
| 7D | -0.8% | -4.1% | +3.3% | -0.8% |
| 30D | -5.1% | -12.4% | +7.3% | -5.1% |
| 3M | -7.2% | -29.1% | +21.8% | -7.2% |
| 6M | -20.7% | -32.6% | +11.9% | -20.8% |
| YTD | -14.2% | -47.6% | +33.4% | -14.2% |
| 1Y | -32.2% | -41.0% | +8.9% | -32.2% |
| 3Y | +11.1% | +67.5% | -56.3% | +11.1% |
| 5Y | +87.6% | -71.3% | +158.8% | +90.8% |
| All | +105.6% | -71.7% | +177.3% | +110.2% |
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