+1,402.7%
BA vs RIG
-46.4%
+1,449.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | 0.0% |
| 7D | +1.1% | -24.5% | +25.6% | +6.3% |
| 30D | -7.9% | -2.8% | -5.1% | -7.8% |
| 3M | -25.3% | +1.6% | -26.9% | -26.2% |
| 6M | -24.6% | -15.9% | -8.7% | -23.3% |
| YTD | -20.1% | +26.9% | -47.0% | -26.1% |
| 1Y | -11.8% | +34.4% | -46.1% | -19.5% |
| 3Y | -10.1% | -21.2% | +11.1% | -13.7% |
| 5Y | -22.7% | +46.4% | -69.1% | -39.6% |
| 10Y | +35.1% | -45.8% | +80.9% | -5.1% |
| All | +1,402.7% | -46.4% | +1,449.2% | +911.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 all: compounded portfolio wealth divided by compounded RIG 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…
all analysis · Full analysis span regression · 6 months rolling