-4.2%
BBY vs BBAI
-70.8%
+66.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +8.1% | -1.0% | +9.1% | +8.1% |
| 30D | +8.9% | -10.7% | +19.6% | +9.2% |
| 3M | +22.0% | -32.3% | +54.3% | +23.0% |
| 6M | +37.8% | -31.3% | +69.1% | +38.7% |
| YTD | +37.3% | -45.9% | +83.2% | +38.7% |
| 1Y | +21.6% | -40.0% | +61.6% | +22.3% |
| 3Y | +41.5% | +72.8% | -31.3% | +37.6% |
| 5Y | +1.2% | -70.4% | +71.6% | -3.6% |
| All | -4.2% | -70.8% | +66.6% | -10.0% |
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