+205.1%
RCL vs BBAI
-70.8%
+275.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.5% | -1.0% | +0.6% | -0.4% |
| 30D | -17.3% | -10.7% | -6.6% | -17.0% |
| 3M | -2.8% | -32.3% | +29.5% | -1.6% |
| 6M | -4.4% | -31.3% | +26.9% | -3.4% |
| YTD | -4.2% | -45.9% | +41.8% | -2.6% |
| 1Y | -23.4% | -40.0% | +16.7% | -22.8% |
| 3Y | +179.4% | +72.8% | +106.6% | +165.9% |
| 5Y | +238.8% | -70.4% | +309.1% | +201.0% |
| All | +205.1% | -70.8% | +275.9% | +166.6% |
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