-70.8%
BBAI vs HRB
+142.5%
-213.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.2% | +1.9% |
| 7D | -1.7% | -8.0% | +6.3% | -3.1% |
| 30D | -12.0% | -16.0% | +4.0% | -14.5% |
| 3M | -30.7% | +26.9% | -57.5% | -27.3% |
| 6M | -30.7% | +51.1% | -81.8% | -24.7% |
| YTD | -46.9% | +7.1% | -53.9% | -46.4% |
| 1Y | -41.1% | -9.6% | -31.5% | -42.3% |
| 3Y | +65.9% | +25.4% | +40.5% | +73.8% |
| 5Y | -70.9% | +114.9% | -185.8% | -66.4% |
| All | -70.8% | +142.5% | -213.3% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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