-44.0%
RGEN vs BBAI
-71.3%
+27.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -2.0% |
| 7D | -4.6% | -4.1% | -0.5% | -4.4% |
| 30D | +1.2% | -12.4% | +13.5% | +1.6% |
| 3M | +26.8% | -29.1% | +55.9% | +28.0% |
| 6M | +29.1% | -32.6% | +61.7% | +30.3% |
| YTD | +0.7% | -47.6% | +48.3% | +2.3% |
| 1Y | +39.1% | -41.0% | +80.1% | +40.4% |
| 3Y | +2.2% | +67.5% | -65.2% | -1.5% |
| 5Y | -44.0% | -71.3% | +27.3% | -42.9% |
| All | -44.0% | -71.3% | +27.3% | -42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling