+0.4%
BX vs BBAI
-80.9%
+81.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -7.7% | +9.1% | +1.7% |
| 7D | +0.6% | -14.0% | +14.5% | +1.1% |
| 30D | +14.2% | -12.4% | +26.6% | +14.7% |
| 3M | -18.7% | -42.8% | +24.1% | -17.3% |
| 6M | +2.5% | -54.6% | +57.1% | +4.9% |
| YTD | -18.8% | -64.6% | +45.8% | -16.5% |
| 1Y | -10.3% | -69.9% | +59.6% | -7.4% |
| 3Y | +35.4% | +7.3% | +28.1% | +31.8% |
| All | +0.4% | -80.9% | +81.3% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling