+56.6%
CART vs BBAI
-58.8%
+115.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +10.4% | -9.8% | 0.0% |
| 7D | +1.5% | -5.0% | +6.5% | +1.7% |
| 30D | +22.4% | +2.5% | +19.9% | +22.1% |
| 3M | +16.5% | -25.1% | +41.6% | +18.0% |
| 6M | +44.9% | -41.4% | +86.3% | +48.0% |
| YTD | +30.0% | -54.6% | +84.6% | +32.8% |
| All | +56.6% | -58.8% | +115.4% | +60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling