+10.7%
CARR vs BBAI
-70.8%
+81.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.3% | +1.4% |
| 7D | -3.8% | -1.7% | -2.1% | -3.7% |
| 30D | -8.9% | -12.0% | +3.1% | -8.7% |
| 3M | -17.3% | -30.7% | +13.4% | -16.9% |
| 6M | -1.4% | -30.7% | +29.3% | -1.0% |
| YTD | +10.0% | -46.9% | +56.8% | +10.8% |
| 1Y | -6.4% | -41.1% | +34.7% | -6.0% |
| 3Y | +1.5% | +65.9% | -64.3% | -0.6% |
| All | +10.7% | -70.8% | +81.4% | +4.8% |
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 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