+466.5%
FLEX vs BBAI
-75.5%
+542.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +10.4% | +1.7% | +11.6% |
| 7D | -7.2% | -5.0% | -2.1% | -6.9% |
| 30D | -34.8% | +2.5% | -37.3% | -34.8% |
| 3M | -35.6% | -25.1% | -10.5% | -34.9% |
| 6M | -45.0% | -41.4% | -3.6% | -44.0% |
| YTD | +29.4% | -54.6% | +84.0% | +32.6% |
| 1Y | +24.8% | -56.9% | +81.7% | +27.9% |
| 3Y | +304.4% | +59.1% | +245.3% | +298.5% |
| 5Y | +484.1% | -75.4% | +559.5% | +484.6% |
| All | +466.5% | -75.5% | +542.0% | +476.7% |
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