-59.7%
MKTX vs BBAI
-70.8%
+11.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.8% | -0.1% |
| 7D | -0.2% | -1.7% | +1.5% | -0.2% |
| 30D | +0.7% | -12.0% | +12.7% | +0.7% |
| 3M | +40.8% | -30.7% | +71.5% | +40.7% |
| 6M | -8.0% | -30.7% | +22.7% | -8.0% |
| YTD | -8.7% | -46.9% | +38.1% | -8.8% |
| 1Y | -11.8% | -41.1% | +29.2% | -11.9% |
| 3Y | -24.0% | +65.9% | -89.9% | -24.6% |
| All | -59.7% | -70.8% | +11.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling