+14.3%
BR vs BBAI
+24.0%
-9.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.7% | +8.2% | +0.7% |
| 7D | +1.1% | -14.0% | +15.0% | +1.4% |
| 30D | +14.4% | -12.4% | +26.8% | +14.6% |
| 3M | +12.4% | -42.8% | +55.2% | +13.6% |
| 6M | +35.4% | -54.6% | +90.1% | +37.5% |
| YTD | -12.2% | -64.6% | +52.5% | -10.6% |
| 1Y | -12.7% | -69.9% | +57.1% | -10.9% |
| 3Y | +14.3% | +7.3% | +7.0% | +9.6% |
| All | +14.3% | +24.0% | -9.8% | +9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling