+184.0%
CAT vs BBAI
-77.0%
+261.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.9% | +3.8% | +2.9% |
| 7D | +1.7% | -10.2% | +11.9% | +2.1% |
| 30D | -24.6% | 0.0% | -24.6% | -24.6% |
| 3M | -28.5% | -30.9% | +2.4% | -27.8% |
| 6M | -34.8% | -46.8% | +11.9% | -33.8% |
| YTD | +5.9% | -57.4% | +63.3% | +7.8% |
| 1Y | +6.8% | -62.0% | +68.9% | +8.9% |
| 3Y | +161.1% | +47.4% | +113.6% | +153.0% |
| 5Y | +213.4% | -77.0% | +290.4% | +200.0% |
| All | +184.0% | -77.0% | +261.0% | +172.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling