+25.6%
M vs BBAI
-58.8%
+84.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +10.4% | -2.3% | +7.0% |
| 7D | +2.5% | -5.0% | +7.6% | +2.9% |
| 30D | +10.1% | +2.5% | +7.5% | +9.6% |
| 3M | -0.9% | -25.1% | +24.1% | +0.9% |
| 6M | +30.2% | -41.4% | +71.6% | +34.1% |
| YTD | +16.3% | -54.6% | +70.9% | +20.6% |
| All | +25.6% | -58.8% | +84.4% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling