+66.8%
EVRG vs BBAI
-70.8%
+137.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.5% |
| 7D | +1.1% | -4.3% | +5.4% | +1.1% |
| 30D | -1.0% | -3.6% | +2.6% | -1.0% |
| 3M | +0.4% | -38.8% | +39.2% | +0.3% |
| 6M | -0.8% | -23.8% | +22.9% | -0.9% |
| YTD | +15.3% | -45.9% | +61.3% | +15.2% |
| 1Y | +17.9% | -40.8% | +58.7% | +17.8% |
| 3Y | +71.9% | +69.8% | +2.2% | +73.0% |
| 5Y | +45.3% | -70.3% | +115.6% | +45.3% |
| All | +66.8% | -70.8% | +137.6% | +67.8% |
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 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