+256.2%
AR vs BBAI
-77.8%
+334.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -14.3% | -14.6% | +0.4% | -13.9% |
| 30D | +1.4% | -11.6% | +13.0% | +1.7% |
| 3M | +3.4% | -26.2% | +29.6% | +4.1% |
| 6M | -2.1% | -49.2% | +47.1% | -0.6% |
| YTD | +4.7% | -58.9% | +63.6% | +6.6% |
| 1Y | +10.6% | -60.8% | +71.4% | +12.5% |
| 3Y | +24.6% | +51.0% | -26.4% | +19.6% |
| 5Y | +71.9% | -77.7% | +149.6% | +62.6% |
| All | +256.2% | -77.8% | +334.0% | +242.1% |
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