+33.0%
BLK vs BBAI
-70.8%
+103.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.1% | +1.6% |
| 7D | -3.3% | -1.7% | -1.6% | -3.3% |
| 30D | -6.5% | -12.0% | +5.4% | -6.3% |
| 3M | +6.7% | -30.7% | +37.4% | +7.3% |
| 6M | +14.7% | -30.7% | +45.4% | +15.2% |
| YTD | +2.5% | -46.9% | +49.4% | +3.2% |
| 1Y | -2.8% | -41.1% | +38.3% | -2.4% |
| 3Y | +65.9% | +65.9% | 0.0% | +63.4% |
| All | +33.0% | -70.8% | +103.8% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling