+4.0%
LII vs BBAI
+79.1%
-75.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +1.3% |
| 7D | -0.7% | -4.3% | +3.5% | -0.5% |
| 30D | -12.6% | -3.6% | -9.0% | -12.5% |
| 3M | -24.4% | -38.8% | +14.3% | -22.5% |
| 6M | -28.7% | -23.8% | -4.9% | -28.1% |
| YTD | -19.1% | -45.9% | +26.8% | -17.2% |
| 1Y | -29.7% | -40.8% | +11.1% | -29.0% |
| All | +4.0% | +79.1% | -75.1% | -12.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling