+537.4%
LITE vs BBAI
-80.9%
+618.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -7.7% | +3.2% | -4.1% |
| 7D | +10.8% | -14.0% | +24.7% | +11.7% |
| 30D | -33.4% | -12.4% | -21.1% | -32.8% |
| 3M | -32.2% | -42.8% | +10.6% | -30.1% |
| 6M | -42.1% | -54.6% | +12.5% | -39.6% |
| YTD | +61.9% | -64.6% | +126.5% | +69.9% |
| 1Y | +163.0% | -69.9% | +232.9% | +178.1% |
| 3Y | +1,358.0% | +7.3% | +1,350.7% | +1,341.5% |
| 5Y | +549.9% | -80.8% | +630.8% | +491.1% |
| All | +537.4% | -80.9% | +618.3% | +481.8% |
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