+64.1%
LMT vs BBAI
-70.8%
+134.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -1.5% | -1.0% | -0.5% | -1.5% |
| 30D | -8.2% | -10.7% | +2.5% | -8.2% |
| 3M | +3.7% | -32.3% | +36.0% | +3.8% |
| 6M | -19.2% | -31.3% | +12.1% | -19.1% |
| YTD | +12.9% | -45.9% | +58.8% | +12.9% |
| 1Y | +19.8% | -40.0% | +59.8% | +19.9% |
| 3Y | +37.3% | +72.8% | -35.5% | +37.0% |
| 5Y | +74.4% | -70.4% | +144.7% | +70.9% |
| All | +64.1% | -70.8% | +134.9% | +60.6% |
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 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