+519.3%
ASX vs BBAI
-77.0%
+596.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.5% | +6.6% |
| 7D | +0.8% | -10.2% | +11.0% | +1.3% |
| 30D | -20.4% | 0.0% | -20.4% | -20.3% |
| 3M | -2.1% | -30.9% | +28.8% | -1.0% |
| 6M | +8.2% | -46.8% | +55.0% | +10.3% |
| YTD | +137.3% | -57.4% | +194.7% | +142.6% |
| 1Y | +155.0% | -62.0% | +217.1% | +161.1% |
| 3Y | +397.9% | +47.4% | +350.5% | +391.1% |
| 5Y | +529.2% | -77.0% | +606.2% | +559.4% |
| All | +519.3% | -77.0% | +596.3% | +561.0% |
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