+51.5%
CART vs BBAI
+83.6%
-32.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.8% | -1.1% |
| 7D | +1.0% | -4.3% | +5.3% | +1.3% |
| 30D | +12.6% | -3.6% | +16.2% | +12.8% |
| 3M | +23.1% | -38.8% | +61.9% | +26.2% |
| 6M | +39.5% | -23.8% | +63.3% | +40.8% |
| YTD | +13.5% | -45.9% | +59.5% | +16.3% |
| 1Y | +14.9% | -40.8% | +55.6% | +16.0% |
| All | +51.5% | +83.6% | -32.1% | +25.8% |
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 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