+94.1%
FOXA vs BBAI
-71.3%
+165.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +1.1% |
| 7D | +0.8% | -1.7% | +2.5% | +0.8% |
| 30D | +5.0% | -12.0% | +17.0% | +5.2% |
| 3M | -3.0% | -30.7% | +27.6% | -2.7% |
| 6M | +14.8% | -30.7% | +45.4% | +15.1% |
| YTD | -8.9% | -46.9% | +37.9% | -8.5% |
| 1Y | +13.3% | -41.1% | +54.4% | +13.6% |
| 3Y | +115.4% | +65.9% | +49.5% | +112.1% |
| 5Y | +95.3% | -70.9% | +166.1% | +91.6% |
| All | +94.1% | -71.3% | +165.4% | +89.1% |
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