-65.6%
BAX vs BBAI
-76.8%
+11.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.3% | +5.3% | +0.1% |
| 7D | +3.6% | -8.3% | +11.9% | +3.7% |
| 30D | +8.5% | -2.9% | +11.4% | +8.5% |
| 3M | -4.9% | -28.2% | +23.3% | -4.6% |
| 6M | +47.0% | -44.5% | +91.5% | +47.6% |
| YTD | +38.4% | -57.0% | +95.5% | +39.2% |
| 1Y | +49.1% | -59.4% | +108.5% | +49.9% |
| 3Y | -14.9% | +48.7% | -63.6% | -16.0% |
| 5Y | -63.1% | -76.8% | +13.6% | -63.5% |
| All | -65.6% | -76.8% | +11.2% | -66.0% |
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