+17.3%
A vs BBAI
-71.3%
+88.6%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.6% |
| 7D | -2.6% | -1.7% | -0.9% | -2.6% |
| 30D | -0.9% | -12.0% | +11.1% | -0.7% |
| 3M | +13.6% | -30.7% | +44.3% | +14.2% |
| 6M | +27.8% | -30.7% | +58.5% | +28.4% |
| YTD | +8.6% | -46.9% | +55.5% | +9.4% |
| 1Y | +16.9% | -41.1% | +57.9% | +17.4% |
| 3Y | +32.9% | +65.9% | -33.0% | +31.1% |
| 5Y | -14.1% | -70.9% | +56.8% | -13.5% |
| All | +17.3% | -71.3% | +88.6% | +18.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling