+70.4%
RF vs BBAI
-77.0%
+147.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.2% |
| 7D | -1.3% | -10.2% | +8.8% | -1.1% |
| 30D | +4.6% | 0.0% | +4.6% | +4.6% |
| 3M | -8.4% | -30.9% | +22.5% | -7.8% |
| 6M | +8.9% | -46.8% | +55.6% | +10.0% |
| YTD | +8.8% | -57.4% | +66.2% | +10.2% |
| 1Y | +18.9% | -62.0% | +81.0% | +20.6% |
| 3Y | +116.0% | +47.4% | +68.5% | +109.3% |
| 5Y | +46.0% | -77.0% | +123.0% | +42.1% |
| All | +70.4% | -77.0% | +147.4% | +68.5% |
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