+13.7%
O vs BBAI
-70.3%
+84.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.6% | -1.0% | +0.5% | -0.6% |
| 30D | -2.0% | -10.7% | +8.7% | -1.9% |
| 3M | +3.0% | -32.3% | +35.3% | +3.1% |
| 6M | -3.6% | -31.3% | +27.6% | -3.6% |
| YTD | +12.1% | -45.9% | +58.0% | +12.2% |
| 1Y | +8.9% | -40.0% | +48.9% | +8.9% |
| 3Y | +30.3% | +72.8% | -42.4% | +29.1% |
| 5Y | +13.7% | -70.4% | +84.1% | +9.7% |
| All | +13.7% | -70.3% | +84.0% | +9.7% |
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