+16.6%
BR vs BBAI
-71.3%
+87.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.3% |
| 7D | -3.0% | -1.7% | -1.3% | -3.0% |
| 30D | -0.3% | -12.0% | +11.7% | -0.2% |
| 3M | +17.3% | -30.7% | +48.0% | +17.7% |
| 6M | -6.7% | -30.7% | +24.0% | -6.4% |
| YTD | -23.4% | -46.9% | +23.4% | -23.0% |
| 1Y | -32.7% | -41.1% | +8.4% | -32.5% |
| 3Y | -5.9% | +65.9% | -71.8% | -7.8% |
| 5Y | +8.4% | -70.9% | +79.3% | +2.9% |
| All | +16.6% | -71.3% | +87.9% | +11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling