+95.5%
RIO vs BBAI
-70.8%
+166.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.5% |
| 7D | 0.0% | -4.3% | +4.2% | +0.1% |
| 30D | +4.0% | -3.6% | +7.6% | +4.0% |
| 3M | +0.1% | -38.8% | +38.9% | +1.1% |
| 6M | +12.7% | -23.8% | +36.5% | +13.2% |
| YTD | +35.6% | -45.9% | +81.5% | +36.9% |
| 1Y | +73.7% | -40.8% | +114.5% | +74.7% |
| 3Y | +93.3% | +69.8% | +23.5% | +87.2% |
| 5Y | +92.4% | -70.3% | +162.8% | +83.1% |
| All | +95.5% | -70.8% | +166.3% | +86.1% |
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