+81.6%
BN vs BBAI
-77.0%
+158.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.8% |
| 7D | -2.4% | -10.2% | +7.7% | -2.1% |
| 30D | +13.5% | 0.0% | +13.5% | +13.4% |
| 3M | -5.9% | -30.9% | +25.0% | -5.0% |
| 6M | -8.9% | -46.8% | +37.8% | -7.4% |
| YTD | -7.9% | -57.4% | +49.5% | -6.0% |
| 1Y | -8.3% | -62.0% | +53.8% | -6.3% |
| 3Y | +100.8% | +47.4% | +53.3% | +95.6% |
| 5Y | +38.2% | -77.0% | +115.2% | +35.8% |
| All | +81.6% | -77.0% | +158.6% | +79.3% |
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 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