+24.4%
LII vs BBAI
-70.3%
+94.7%
-43.9%
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 | +2.1% | -1.0% | +3.1% | +2.1% |
| 30D | -12.4% | -10.7% | -1.7% | -12.3% |
| 3M | -24.8% | -32.3% | +7.4% | -24.5% |
| 6M | -25.2% | -31.3% | +6.1% | -24.9% |
| YTD | -20.3% | -45.9% | +25.7% | -19.9% |
| 1Y | -32.9% | -40.0% | +7.1% | -32.8% |
| 3Y | +2.0% | +72.8% | -70.7% | +1.1% |
| 5Y | +24.4% | -70.4% | +94.8% | +14.5% |
| All | +24.4% | -70.3% | +94.7% | +14.5% |
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