+33.2%
BN vs BBAI
-71.3%
+104.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.8% |
| 7D | -3.0% | -4.1% | +1.1% | -2.9% |
| 30D | -13.0% | -12.4% | -0.6% | -12.7% |
| 3M | -15.2% | -29.1% | +13.8% | -14.4% |
| 6M | -5.9% | -32.6% | +26.7% | -5.0% |
| YTD | -15.8% | -47.6% | +31.8% | -14.5% |
| 1Y | -12.2% | -41.0% | +28.9% | -11.4% |
| 3Y | +72.2% | +67.5% | +4.7% | +66.9% |
| 5Y | +33.2% | -71.3% | +104.5% | +27.3% |
| All | +33.2% | -71.3% | +104.5% | +27.3% |
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