+275.1%
RCL vs BBAI
-80.9%
+356.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.7% | +8.1% | +0.7% |
| 7D | -1.2% | -14.0% | +12.8% | -0.7% |
| 30D | +17.8% | -12.4% | +30.2% | +18.4% |
| 3M | +4.9% | -42.8% | +47.8% | +6.9% |
| 6M | +23.7% | -54.6% | +78.4% | +26.9% |
| YTD | +17.8% | -64.6% | +82.4% | +21.4% |
| 1Y | +28.9% | -69.9% | +98.8% | +33.3% |
| 3Y | +241.9% | +7.3% | +234.6% | +230.7% |
| 5Y | +295.4% | -80.8% | +376.2% | +255.1% |
| All | +275.1% | -80.9% | +356.0% | +232.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling