+52.2%
DUK vs BBAI
-71.3%
+123.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | +0.1% |
| 7D | -0.7% | -1.7% | +1.0% | -0.7% |
| 30D | -2.4% | -12.0% | +9.5% | -2.5% |
| 3M | -3.0% | -30.7% | +27.7% | -3.2% |
| 6M | -6.6% | -30.7% | +24.1% | -6.7% |
| YTD | +4.6% | -46.9% | +51.4% | +4.3% |
| 1Y | +1.2% | -41.1% | +42.3% | +1.1% |
| 3Y | +45.7% | +65.9% | -20.2% | +47.0% |
| 5Y | +40.3% | -70.9% | +111.2% | +41.1% |
| All | +52.2% | -71.3% | +123.5% | +53.0% |
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