+9.1%
IR vs BBAI
-56.6%
+65.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.5% |
| 7D | +11.6% | +4.1% | +7.5% | +11.3% |
| 30D | +7.2% | -1.9% | +9.1% | +7.1% |
| 3M | -5.9% | -18.7% | +12.9% | -5.1% |
| 6M | +11.5% | -38.6% | +50.1% | +13.6% |
| YTD | +6.3% | -52.6% | +58.9% | +8.9% |
| 1Y | +9.1% | -55.3% | +64.4% | +11.8% |
| All | +9.1% | -56.6% | +65.7% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling