+72.5%
CART vs BBAI
+39.6%
+32.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +3.0% | -14.6% | +17.6% | +3.8% |
| 30D | +28.6% | -11.6% | +40.1% | +29.2% |
| 3M | +29.1% | -26.2% | +55.3% | +31.0% |
| 6M | +44.7% | -49.2% | +93.9% | +49.5% |
| YTD | +29.2% | -58.9% | +88.1% | +34.2% |
| 1Y | +66.2% | -60.8% | +126.9% | +72.2% |
| 3Y | +112.8% | +51.0% | +61.8% | +83.7% |
| All | +72.5% | +39.6% | +32.8% | +45.1% |
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