+432.3%
ASX vs BBAI
-70.3%
+502.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.3% |
| 7D | -0.7% | -4.3% | +3.5% | -0.6% |
| 30D | +2.0% | -3.6% | +5.6% | +2.1% |
| 3M | -1.3% | -38.8% | +37.4% | +0.1% |
| 6M | +71.4% | -23.8% | +95.2% | +72.6% |
| YTD | +135.3% | -45.9% | +181.3% | +138.7% |
| 1Y | +267.5% | -40.8% | +308.3% | +270.9% |
| 3Y | +388.5% | +69.8% | +318.7% | +377.7% |
| All | +432.3% | -70.3% | +502.6% | +456.0% |
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 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