-83.6%
OPEN vs BBAI
-70.3%
-13.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +1.0% | -1.0% | +2.0% | +1.1% |
| 30D | -11.9% | -10.7% | -1.2% | -10.6% |
| 3M | -28.8% | -32.3% | +3.5% | -25.3% |
| 6M | -38.6% | -31.3% | -7.3% | -35.8% |
| YTD | -47.3% | -45.9% | -1.4% | -43.4% |
| 1Y | -49.2% | -40.0% | -9.1% | -46.4% |
| 3Y | -18.8% | +72.8% | -91.6% | -31.1% |
| 5Y | -83.6% | -70.4% | -13.3% | -85.3% |
| All | -83.6% | -70.3% | -13.3% | -85.3% |
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