+58.5%
ON vs BBAI
-70.3%
+128.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -2.2% | -1.0% | -1.1% | -2.1% |
| 30D | -12.4% | -10.7% | -1.7% | -12.1% |
| 3M | -41.2% | -32.3% | -9.0% | -40.6% |
| 6M | +25.0% | -31.3% | +56.3% | +26.1% |
| YTD | +31.3% | -45.9% | +77.2% | +33.1% |
| 1Y | +45.4% | -40.0% | +85.5% | +46.7% |
| 3Y | -27.4% | +72.8% | -100.2% | -29.4% |
| 5Y | +58.5% | -70.4% | +128.8% | +58.2% |
| All | +58.5% | -70.3% | +128.8% | +58.2% |
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