+112.7%
CAPR vs BBAI
-80.9%
+193.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -7.7% | +0.8% | -6.5% |
| 7D | +5.9% | -14.0% | +19.9% | +6.8% |
| 30D | +44.6% | -12.4% | +57.0% | +45.7% |
| 3M | +126.4% | -42.8% | +169.2% | +132.5% |
| 6M | -68.6% | -54.6% | -13.9% | -67.6% |
| YTD | -67.0% | -64.6% | -2.3% | -65.6% |
| 1Y | +65.2% | -69.9% | +135.0% | +72.6% |
| 3Y | +235.6% | +7.3% | +228.3% | +228.7% |
| 5Y | +175.4% | -80.8% | +256.3% | +205.6% |
| All | +112.7% | -80.9% | +193.6% | +126.3% |
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