+536.9%
LITE vs BBAI
-75.5%
+612.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +10.4% | +0.3% | +10.1% |
| 7D | -12.9% | -5.0% | -7.9% | -12.5% |
| 30D | -46.0% | +2.5% | -48.5% | -45.9% |
| 3M | -33.0% | -25.1% | -8.0% | -32.0% |
| 6M | -34.0% | -41.4% | +7.3% | -32.2% |
| YTD | +61.7% | -54.6% | +116.4% | +67.4% |
| 1Y | +148.3% | -56.9% | +205.2% | +157.6% |
| 3Y | +1,408.5% | +59.1% | +1,349.4% | +1,368.4% |
| 5Y | +546.2% | -75.4% | +621.6% | +479.7% |
| All | +536.9% | -75.5% | +612.4% | +473.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling