-17.6%
RGEN vs BBAI
-71.3%
+53.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.2% |
| 7D | -1.4% | -1.7% | +0.3% | -1.4% |
| 30D | -0.3% | -12.0% | +11.6% | +0.1% |
| 3M | +23.9% | -30.7% | +54.6% | +25.2% |
| 6M | +38.5% | -30.7% | +69.2% | +39.7% |
| YTD | +0.8% | -46.9% | +47.7% | +2.3% |
| 1Y | +38.2% | -41.1% | +79.3% | +39.5% |
| 3Y | +1.3% | +65.9% | -64.6% | -2.4% |
| 5Y | -44.0% | -70.9% | +26.9% | -41.6% |
| All | -17.6% | -71.3% | +53.7% | -14.3% |
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