+901.5%
LITE vs BBAI
-70.3%
+971.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.0% | +6.0% | +4.1% |
| 7D | -1.5% | -4.3% | +2.7% | -1.3% |
| 30D | +6.7% | -3.6% | +10.3% | +6.8% |
| 3M | -6.8% | -38.8% | +32.0% | -4.4% |
| 6M | +29.4% | -23.8% | +53.2% | +30.9% |
| YTD | +139.1% | -45.9% | +185.0% | +145.0% |
| 1Y | +521.0% | -40.8% | +561.8% | +533.1% |
| 3Y | +1,535.3% | +69.8% | +1,465.5% | +1,476.4% |
| All | +901.5% | -70.3% | +971.8% | +774.5% |
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