+286.2%
AR vs BBAI
-71.7%
+357.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.2% |
| 7D | -1.2% | -4.1% | +2.9% | -1.1% |
| 30D | +5.5% | -12.4% | +17.9% | +5.9% |
| 3M | +12.9% | -29.1% | +41.9% | +13.8% |
| 6M | +0.1% | -32.6% | +32.7% | +0.8% |
| YTD | +13.5% | -47.6% | +61.1% | +14.9% |
| 1Y | +21.6% | -41.0% | +62.6% | +22.2% |
| 3Y | +46.0% | +67.5% | -21.5% | +39.5% |
| 5Y | +143.7% | -71.3% | +215.0% | +129.4% |
| All | +286.2% | -71.7% | +357.9% | +268.9% |
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