+12.6%
LOW vs BBAI
-71.8%
+84.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -1.0% |
| 7D | -2.6% | -5.4% | +2.7% | -2.6% |
| 30D | -11.1% | -15.3% | +4.2% | -11.0% |
| 3M | -8.5% | -29.9% | +21.3% | -8.2% |
| 6M | -20.8% | -30.7% | +9.9% | -20.7% |
| YTD | -17.2% | -47.8% | +30.6% | -16.9% |
| 1Y | -24.7% | -40.4% | +15.6% | -24.6% |
| 3Y | -9.7% | +66.9% | -76.6% | -11.4% |
| 5Y | +6.0% | -71.4% | +77.4% | +1.8% |
| All | +12.6% | -71.8% | +84.4% | +8.1% |
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