+551.5%
ASX vs BBAI
-70.8%
+622.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +6.3% | -1.0% | +7.3% | +6.3% |
| 30D | +6.4% | -10.7% | +17.1% | +6.8% |
| 3M | +13.1% | -32.3% | +45.4% | +14.4% |
| 6M | +90.3% | -31.3% | +121.6% | +92.1% |
| YTD | +149.6% | -45.9% | +195.6% | +153.2% |
| 1Y | +249.2% | -40.0% | +289.2% | +252.4% |
| 3Y | +445.9% | +72.8% | +373.1% | +434.0% |
| 5Y | +477.7% | -70.4% | +548.1% | +509.5% |
| All | +551.5% | -70.8% | +622.3% | +589.8% |
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