-11.5%
OWL vs BBAI
-71.3%
+59.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -3.1% |
| 7D | -6.4% | -4.1% | -2.3% | -6.2% |
| 30D | -5.0% | -12.4% | +7.4% | -4.5% |
| 3M | +15.4% | -29.1% | +44.5% | +17.0% |
| 6M | +15.5% | -32.6% | +48.1% | +17.1% |
| YTD | -22.7% | -47.6% | +24.9% | -21.0% |
| 1Y | -34.1% | -41.0% | +7.0% | -33.1% |
| 3Y | +5.1% | +67.5% | -62.4% | +0.6% |
| 5Y | -11.5% | -71.3% | +59.8% | -10.7% |
| All | -11.5% | -71.3% | +59.8% | -10.7% |
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