-32.7%
BA vs BBAI
-77.0%
+44.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.5% | +0.7% |
| 7D | -1.4% | -10.2% | +8.8% | -1.2% |
| 30D | -7.9% | 0.0% | -7.9% | -8.0% |
| 3M | -25.2% | -30.9% | +5.8% | -24.6% |
| 6M | -26.7% | -46.8% | +20.0% | -25.8% |
| YTD | -19.6% | -57.4% | +37.8% | -18.4% |
| 1Y | -10.6% | -62.0% | +51.5% | -9.2% |
| 3Y | -11.2% | +47.4% | -58.7% | -13.4% |
| 5Y | -20.4% | -77.0% | +56.5% | -24.2% |
| All | -32.7% | -77.0% | +44.3% | -36.8% |
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