+23.1%
Q vs BBAI
-69.1%
+92.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | +0.3% | -14.6% | +14.9% | +3.7% |
| 30D | -9.8% | -11.6% | +1.7% | -7.7% |
| 3M | -12.2% | -26.2% | +14.0% | -7.1% |
| 6M | -21.6% | -49.2% | +27.6% | -12.1% |
| YTD | +43.6% | -58.9% | +102.4% | +61.8% |
| 1Y | +25.7% | -60.8% | +86.5% | +43.1% |
| All | +23.1% | -69.1% | +92.2% | +39.4% |
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