+163.7%
CAT vs BBAI
-77.8%
+241.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -10.3% | -14.6% | +4.3% | -9.9% |
| 30D | -31.2% | -11.6% | -19.6% | -31.0% |
| 3M | -34.7% | -26.2% | -8.4% | -34.2% |
| 6M | -39.5% | -49.2% | +9.7% | -38.5% |
| YTD | -1.7% | -58.9% | +57.2% | +0.2% |
| 1Y | -1.1% | -60.8% | +59.7% | +0.8% |
| 3Y | +143.9% | +51.0% | +92.8% | +136.4% |
| 5Y | +194.8% | -77.7% | +272.5% | +182.3% |
| All | +163.7% | -77.8% | +241.5% | +152.8% |
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 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