+444.6%
LITE vs BBAI
-77.8%
+522.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -13.3% | -5.4% | -17.9% |
| 7D | -44.6% | -16.9% | -27.7% | -43.9% |
| 30D | -55.0% | -14.0% | -41.1% | -54.6% |
| 3M | -38.3% | -26.7% | -11.6% | -37.2% |
| 6M | -48.8% | -46.4% | -2.4% | -47.0% |
| YTD | +38.3% | -58.9% | +97.2% | +43.9% |
| 1Y | +119.0% | -63.8% | +182.8% | +129.1% |
| 3Y | +1,092.0% | +54.2% | +1,037.8% | +1,065.4% |
| 5Y | +446.1% | -77.7% | +523.8% | +392.4% |
| All | +444.6% | -77.8% | +522.4% | +392.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling