+40.2%
DUK vs BBAI
-71.4%
+111.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -1.7% | -5.4% | +3.7% | -1.7% |
| 30D | -2.2% | -15.3% | +13.1% | -2.3% |
| 3M | -3.7% | -29.9% | +26.2% | -3.9% |
| 6M | -6.3% | -30.7% | +24.4% | -6.5% |
| YTD | +4.5% | -47.8% | +52.3% | +4.2% |
| 1Y | +1.8% | -40.4% | +42.2% | +1.7% |
| 3Y | +46.8% | +66.9% | -20.0% | +48.1% |
| 5Y | +40.2% | -71.4% | +111.6% | +40.3% |
| All | +40.2% | -71.4% | +111.7% | +40.3% |
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