+136.7%
NTAP vs BBAI
-70.3%
+207.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.3% | -1.0% | +4.3% | +3.3% |
| 30D | -0.2% | -10.7% | +10.5% | 0.0% |
| 3M | +11.4% | -32.3% | +43.6% | +12.2% |
| 6M | +88.7% | -31.3% | +120.0% | +89.8% |
| YTD | +78.9% | -45.9% | +124.8% | +80.6% |
| 1Y | +58.8% | -40.0% | +98.9% | +59.8% |
| 3Y | +153.5% | +72.8% | +80.8% | +149.9% |
| 5Y | +136.7% | -70.4% | +207.1% | +136.4% |
| All | +136.7% | -70.3% | +207.0% | +136.4% |
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 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