+71.5%
CART vs BBAI
+39.6%
+31.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -13.3% | +10.9% | -1.7% |
| 7D | +1.2% | -16.9% | +18.0% | +2.2% |
| 30D | +27.1% | -14.0% | +41.0% | +28.0% |
| 3M | +27.4% | -26.7% | +54.2% | +29.4% |
| 6M | +32.1% | -46.4% | +78.5% | +36.0% |
| YTD | +28.5% | -58.9% | +87.4% | +33.4% |
| 1Y | +58.8% | -63.8% | +122.6% | +65.4% |
| 3Y | +114.8% | +54.2% | +60.6% | +85.5% |
| All | +71.5% | +39.6% | +31.9% | +44.3% |
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 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