+490.8%
LITE vs BBAI
-77.8%
+568.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.7% |
| 7D | -35.9% | -14.6% | -21.3% | -35.3% |
| 30D | -51.5% | -11.6% | -40.0% | -51.1% |
| 3M | -35.7% | -26.2% | -9.5% | -34.6% |
| 6M | -43.0% | -49.2% | +6.2% | -40.9% |
| YTD | +46.1% | -58.9% | +105.0% | +52.1% |
| 1Y | +124.7% | -60.8% | +185.5% | +134.4% |
| 3Y | +1,172.1% | +51.0% | +1,121.0% | +1,143.9% |
| All | +490.8% | -77.8% | +568.6% | +432.8% |
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 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