-16.4%
RGEN vs BBAI
-70.8%
+54.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.1% |
| 7D | -4.9% | -4.3% | -0.7% | -4.8% |
| 30D | +5.7% | -3.6% | +9.3% | +5.8% |
| 3M | +32.4% | -38.8% | +71.2% | +34.3% |
| 6M | +33.2% | -23.8% | +56.9% | +33.9% |
| YTD | +2.3% | -45.9% | +48.2% | +3.8% |
| 1Y | +39.0% | -40.8% | +79.8% | +40.3% |
| 3Y | -4.6% | +69.8% | -74.4% | -8.2% |
| 5Y | -42.7% | -70.3% | +27.6% | -40.2% |
| All | -16.4% | -70.8% | +54.4% | -13.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling