+54.5%
DUK vs BBAI
-70.8%
+125.3%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +0.7% | -1.0% | +1.7% | +0.7% |
| 30D | -2.0% | -10.7% | +8.7% | -2.1% |
| 3M | +0.2% | -32.3% | +32.5% | 0.0% |
| 6M | -6.9% | -31.3% | +24.4% | -7.0% |
| YTD | +6.1% | -45.9% | +52.1% | +5.9% |
| 1Y | +4.4% | -40.0% | +44.5% | +4.3% |
| 3Y | +49.1% | +72.8% | -23.7% | +50.5% |
| 5Y | +39.6% | -70.4% | +109.9% | +40.3% |
| All | +54.5% | -70.8% | +125.3% | +55.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling