-68.2%
BAX vs BBAI
-71.7%
+3.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.9% |
| 7D | -5.1% | -4.1% | -1.0% | -5.1% |
| 30D | -12.2% | -12.4% | +0.2% | -12.1% |
| 3M | +21.8% | -29.1% | +50.9% | +22.2% |
| 6M | +36.3% | -32.6% | +68.9% | +36.6% |
| YTD | +27.8% | -47.6% | +75.4% | +28.3% |
| 1Y | -0.1% | -41.0% | +41.0% | +0.1% |
| 3Y | -33.3% | +67.5% | -100.8% | -34.3% |
| 5Y | -67.1% | -71.3% | +4.2% | -67.5% |
| All | -68.2% | -71.7% | +3.5% | -68.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling