+44.1%
IR vs BBAI
-77.8%
+121.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +3.7% | -14.6% | +18.3% | +4.0% |
| 30D | +7.4% | -11.6% | +19.0% | +7.7% |
| 3M | -5.9% | -26.2% | +20.3% | -5.4% |
| 6M | +5.6% | -49.2% | +54.8% | +6.8% |
| YTD | +4.8% | -58.9% | +63.7% | +6.2% |
| 1Y | +6.9% | -60.8% | +67.7% | +8.3% |
| 3Y | +27.6% | +51.0% | -23.5% | +24.5% |
| All | +44.1% | -77.8% | +121.9% | +36.2% |
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