+103.5%
RIO vs BBAI
-71.3%
+174.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | 0.0% |
| 7D | +1.0% | -4.1% | +5.0% | +1.1% |
| 30D | +4.0% | -12.4% | +16.4% | +4.3% |
| 3M | +4.5% | -29.1% | +33.6% | +5.2% |
| 6M | +17.3% | -32.6% | +50.0% | +18.1% |
| YTD | +36.2% | -47.6% | +83.8% | +37.6% |
| 1Y | +76.1% | -41.0% | +117.2% | +77.2% |
| 3Y | +102.5% | +67.5% | +35.1% | +96.2% |
| 5Y | +103.5% | -71.3% | +174.8% | +93.4% |
| All | +103.5% | -71.3% | +174.8% | +93.4% |
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