+1.1%
BB vs BBAI
-77.0%
+78.1%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +2.9% |
| 7D | +7.3% | -10.2% | +17.5% | +8.0% |
| 30D | +11.2% | 0.0% | +11.2% | +11.2% |
| 3M | +4.7% | -30.9% | +35.6% | +6.9% |
| 6M | +51.1% | -46.8% | +97.9% | +56.6% |
| YTD | +148.0% | -57.4% | +205.4% | +158.7% |
| 1Y | +106.1% | -62.0% | +168.2% | +115.4% |
| 3Y | +158.2% | +47.4% | +110.8% | +144.1% |
| 5Y | -10.8% | -77.0% | +66.1% | -9.2% |
| All | +1.1% | -77.0% | +78.1% | +0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling