+82.4%
LMT vs BBAI
-80.9%
+163.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.7% | +6.4% | -1.3% |
| 7D | +5.1% | -14.0% | +19.1% | +5.1% |
| 30D | +14.1% | -12.4% | +26.5% | +14.2% |
| 3M | +0.3% | -42.8% | +43.1% | +0.4% |
| 6M | +16.1% | -54.6% | +70.7% | +16.2% |
| YTD | +25.5% | -64.6% | +90.1% | +25.6% |
| 1Y | +34.1% | -69.9% | +104.0% | +34.3% |
| 3Y | +45.1% | +7.3% | +37.8% | +45.0% |
| 5Y | +100.9% | -80.8% | +181.8% | +97.5% |
| All | +82.4% | -80.9% | +163.3% | +78.6% |
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