+47.8%
IR vs BBAI
-71.7%
+119.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.0% | -2.0% |
| 7D | -1.9% | -4.1% | +2.2% | -1.8% |
| 30D | -15.0% | -12.4% | -2.7% | -14.8% |
| 3M | -0.4% | -29.1% | +28.6% | +0.2% |
| 6M | -15.0% | -32.6% | +17.6% | -14.6% |
| YTD | -7.1% | -47.6% | +40.5% | -6.2% |
| 1Y | -7.5% | -41.0% | +33.5% | -7.2% |
| 3Y | +6.3% | +67.5% | -61.2% | +3.4% |
| 5Y | +37.3% | -71.3% | +108.6% | +29.1% |
| All | +47.8% | -71.7% | +119.5% | +39.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling