-16.7%
BB vs BBAI
-71.7%
+55.0%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.3% |
| 7D | +1.8% | -4.1% | +5.9% | +2.1% |
| 30D | -12.2% | -12.4% | +0.2% | -11.5% |
| 3M | -12.3% | -29.1% | +16.7% | -10.6% |
| 6M | +122.7% | -32.6% | +155.3% | +127.2% |
| YTD | +104.5% | -47.6% | +152.1% | +110.8% |
| 1Y | +106.7% | -41.0% | +147.7% | +109.9% |
| 3Y | +70.0% | +67.5% | +2.5% | +58.9% |
| 5Y | -27.8% | -71.3% | +43.5% | -28.5% |
| All | -16.7% | -71.7% | +55.0% | -18.1% |
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