+73.7%
BN vs BBAI
-70.8%
+144.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.2% |
| 7D | -2.5% | -4.3% | +1.8% | -2.3% |
| 30D | -9.5% | -3.6% | -5.9% | -9.4% |
| 3M | -10.4% | -38.8% | +28.4% | -9.2% |
| 6M | -6.4% | -23.8% | +17.4% | -5.8% |
| YTD | -11.9% | -45.9% | +34.1% | -10.7% |
| 1Y | -8.6% | -40.8% | +32.2% | -7.8% |
| 3Y | +77.6% | +69.8% | +7.8% | +71.9% |
| 5Y | +37.0% | -70.3% | +107.4% | +34.2% |
| All | +73.7% | -70.8% | +144.5% | +70.4% |
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