+486.8%
ASX vs BBAI
-80.9%
+567.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.7% | +5.7% | -1.8% |
| 7D | +12.4% | -14.0% | +26.4% | +13.0% |
| 30D | -19.8% | -12.4% | -7.4% | -19.3% |
| 3M | -10.3% | -42.8% | +32.5% | -8.6% |
| 6M | +1.2% | -54.6% | +55.9% | +3.8% |
| YTD | +123.0% | -64.6% | +187.7% | +129.5% |
| 1Y | +145.4% | -69.9% | +215.3% | +153.3% |
| 3Y | +368.6% | +7.3% | +361.3% | +365.4% |
| All | +486.8% | -80.9% | +567.7% | +500.9% |
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 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