-15.8%
F vs BBAI
-77.8%
+62.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.6% | -14.6% | +16.2% | +1.9% |
| 30D | +2.6% | -11.6% | +14.2% | +2.8% |
| 3M | -8.8% | -26.2% | +17.4% | -8.3% |
| 6M | +4.6% | -49.2% | +53.8% | +5.9% |
| YTD | -1.9% | -58.9% | +57.0% | -0.5% |
| 1Y | -0.8% | -60.8% | +60.0% | +0.6% |
| 3Y | +43.5% | +51.0% | -7.5% | +40.9% |
| All | -15.8% | -77.8% | +62.0% | -19.8% |
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 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