+145.0%
ALL vs BBAI
-77.8%
+222.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -1.9% | -14.6% | +12.7% | -2.0% |
| 30D | +13.8% | -11.6% | +25.3% | +13.8% |
| 3M | -7.0% | -26.2% | +19.3% | -7.0% |
| 6M | +18.0% | -49.2% | +67.2% | +18.1% |
| YTD | +24.2% | -58.9% | +83.1% | +24.3% |
| 1Y | +31.2% | -60.8% | +92.0% | +31.2% |
| 3Y | +107.5% | +51.0% | +56.5% | +106.3% |
| All | +145.0% | -77.8% | +222.8% | +150.7% |
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 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