-17.2%
BB vs BBAI
-70.8%
+53.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.1% |
| 7D | -5.6% | -4.3% | -1.4% | -5.4% |
| 30D | -11.8% | -3.6% | -8.2% | -11.6% |
| 3M | -25.5% | -38.8% | +13.3% | -23.4% |
| 6M | +121.3% | -23.8% | +145.0% | +124.2% |
| YTD | +103.2% | -45.9% | +149.1% | +109.1% |
| 1Y | +102.6% | -40.8% | +143.4% | +105.7% |
| 3Y | +37.5% | +69.8% | -32.3% | +28.4% |
| 5Y | -30.4% | -70.3% | +39.9% | -31.4% |
| All | -17.2% | -70.8% | +53.6% | -18.7% |
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 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