+23.7%
O vs BBAI
-80.9%
+104.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.7% | +7.0% | -0.7% |
| 7D | -0.4% | -14.0% | +13.6% | -0.3% |
| 30D | +7.1% | -12.4% | +19.5% | +7.2% |
| 3M | -5.2% | -42.8% | +37.6% | -5.1% |
| 6M | -1.8% | -54.6% | +52.9% | -1.6% |
| YTD | +9.1% | -64.6% | +73.7% | +9.4% |
| 1Y | +9.7% | -69.9% | +79.6% | +10.0% |
| 3Y | +39.1% | +7.3% | +31.8% | +38.1% |
| 5Y | +8.4% | -80.8% | +89.2% | +6.2% |
| All | +23.7% | -80.9% | +104.6% | +20.1% |
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