+415.3%
ASX vs BBAI
-77.8%
+493.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | -19.9% | -14.6% | -5.3% | -19.4% |
| 30D | -30.9% | -11.6% | -19.3% | -30.5% |
| 3M | -15.1% | -26.2% | +11.2% | -14.2% |
| 6M | -6.5% | -49.2% | +42.7% | -4.5% |
| YTD | +98.4% | -58.9% | +157.3% | +103.2% |
| 1Y | +107.9% | -60.8% | +168.6% | +112.7% |
| 3Y | +325.3% | +51.0% | +274.3% | +319.8% |
| All | +415.3% | -77.8% | +493.1% | +458.8% |
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 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