+15.0%
LOW vs BBAI
-70.8%
+85.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +0.4% | -1.0% | +1.4% | +0.4% |
| 30D | -10.1% | -10.7% | +0.6% | -10.0% |
| 3M | -2.9% | -32.3% | +29.4% | -2.5% |
| 6M | -19.4% | -31.3% | +11.9% | -19.2% |
| YTD | -15.4% | -45.9% | +30.5% | -15.1% |
| 1Y | -24.9% | -40.0% | +15.1% | -24.9% |
| 3Y | -7.8% | +72.8% | -80.6% | -9.5% |
| 5Y | +8.4% | -70.4% | +78.7% | +4.0% |
| All | +15.0% | -70.8% | +85.8% | +10.4% |
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