-5.6%
BR vs BBAI
+62.1%
-67.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -6.0% | -5.4% | -0.6% | -5.8% |
| 30D | -0.9% | -15.3% | +14.5% | -0.5% |
| 3M | +16.4% | -29.9% | +46.2% | +17.3% |
| 6M | -8.2% | -30.7% | +22.5% | -7.6% |
| YTD | -23.2% | -47.8% | +24.6% | -22.3% |
| 1Y | -30.9% | -40.4% | +9.5% | -30.7% |
| All | -5.6% | +62.1% | -67.7% | -14.8% |
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