-4.3%
BB vs BBAI
-80.9%
+76.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -7.7% | +5.3% | -1.9% |
| 7D | +1.8% | -14.0% | +15.8% | +2.7% |
| 30D | +8.1% | -12.4% | +20.5% | +9.0% |
| 3M | -1.0% | -42.8% | +41.8% | +2.3% |
| 6M | +45.9% | -54.6% | +100.5% | +52.6% |
| YTD | +134.8% | -64.6% | +199.5% | +147.7% |
| 1Y | +104.6% | -69.9% | +174.5% | +117.0% |
| 3Y | +152.8% | +7.3% | +145.5% | +142.5% |
| 5Y | -17.4% | -80.8% | +63.4% | -15.1% |
| All | -4.3% | -80.9% | +76.6% | -3.7% |
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 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