-8.8%
BA vs RJF
+8.4%
-17.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | +2.5% | +1.8% | +0.7% | +1.9% |
| 30D | -10.1% | 0.0% | -10.1% | -10.1% |
| 3M | -2.4% | +18.0% | -20.4% | -6.5% |
| 6M | -8.8% | +17.0% | -25.8% | -13.0% |
| YTD | -2.9% | +11.1% | -14.1% | -7.3% |
| 1Y | -8.8% | +8.0% | -16.7% | -13.0% |
| All | -8.8% | +8.4% | -17.1% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling