+525.6%
LITE vs BBAI
-76.8%
+602.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.3% | +3.5% | -1.5% |
| 7D | -13.9% | -8.3% | -5.6% | -13.4% |
| 30D | -46.9% | -2.9% | -44.0% | -46.7% |
| 3M | -28.0% | -28.2% | +0.2% | -26.7% |
| 6M | -35.2% | -44.5% | +9.3% | -33.2% |
| YTD | +58.9% | -57.0% | +115.9% | +65.0% |
| 1Y | +125.3% | -59.4% | +184.7% | +134.6% |
| 3Y | +1,344.4% | +48.7% | +1,295.7% | +1,310.5% |
| 5Y | +541.2% | -76.8% | +617.9% | +476.9% |
| All | +525.6% | -76.8% | +602.4% | +464.9% |
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