-66.5%
BAX vs BBAI
-79.3%
+12.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -10.0% | +7.7% | -2.2% |
| 7D | +0.4% | -6.8% | +7.1% | +0.4% |
| 30D | +3.4% | -13.4% | +16.8% | +3.5% |
| 3M | -4.5% | -36.5% | +32.1% | -4.1% |
| 6M | +44.0% | -50.6% | +94.6% | +44.8% |
| YTD | +34.9% | -61.7% | +96.5% | +35.8% |
| 1Y | +37.9% | -71.1% | +109.0% | +39.1% |
| 3Y | -17.1% | +32.7% | -49.8% | -18.1% |
| 5Y | -64.3% | -79.2% | +15.0% | -64.6% |
| All | -66.5% | -79.3% | +12.8% | -66.9% |
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