+127.8%
C vs BBAI
-70.8%
+198.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.3% |
| 7D | +3.6% | -4.3% | +7.9% | +3.7% |
| 30D | +0.1% | -3.6% | +3.7% | +0.1% |
| 3M | +2.4% | -38.8% | +41.2% | +3.4% |
| 6M | +24.9% | -23.8% | +48.7% | +25.4% |
| YTD | +19.8% | -45.9% | +65.7% | +20.9% |
| 1Y | +44.9% | -40.8% | +85.6% | +45.7% |
| 3Y | +263.0% | +69.8% | +193.2% | +254.9% |
| 5Y | +129.5% | -70.3% | +199.9% | +125.7% |
| All | +127.8% | -70.8% | +198.6% | +124.9% |
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