+294.3%
RCL vs BBAI
-76.8%
+371.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.3% | +6.2% | +1.0% |
| 7D | +8.5% | -8.3% | +16.8% | +8.8% |
| 30D | +20.4% | -2.9% | +23.3% | +20.5% |
| 3M | +11.0% | -28.2% | +39.2% | +12.2% |
| 6M | +24.9% | -44.5% | +69.3% | +27.1% |
| YTD | +23.9% | -57.0% | +80.9% | +26.8% |
| 1Y | +30.8% | -59.4% | +90.2% | +33.8% |
| 3Y | +270.4% | +48.7% | +221.7% | +254.9% |
| 5Y | +296.1% | -76.8% | +372.9% | +253.0% |
| All | +294.3% | -76.8% | +371.1% | +247.1% |
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