+326.0%
CAT vs BBAI
-70.3%
+396.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +1.8% |
| 7D | +1.7% | -4.3% | +6.0% | +1.8% |
| 30D | -6.6% | -3.6% | -2.9% | -6.5% |
| 3M | -13.3% | -38.8% | +25.5% | -12.2% |
| 6M | +11.6% | -23.8% | +35.4% | +12.1% |
| YTD | +42.9% | -45.9% | +88.9% | +44.7% |
| 1Y | +95.4% | -40.8% | +136.2% | +97.0% |
| 3Y | +196.6% | +69.8% | +126.8% | +186.0% |
| All | +326.0% | -70.3% | +396.3% | +297.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling