+45.0%
CART vs BBAI
-70.4%
+115.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -10.0% | +9.3% | -0.1% |
| 7D | +1.2% | -6.8% | +8.0% | +1.5% |
| 30D | +17.8% | -13.4% | +31.2% | +18.5% |
| 3M | +20.7% | -36.5% | +57.2% | +23.4% |
| 6M | +49.7% | -50.6% | +100.3% | +54.4% |
| YTD | +30.0% | -61.7% | +91.7% | +33.8% |
| All | +45.0% | -70.4% | +115.4% | +50.5% |
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