-30.5%
RKT vs BBAI
-79.3%
+48.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -10.0% | +4.9% | -4.6% |
| 7D | -7.5% | -6.8% | -0.7% | -7.2% |
| 30D | +26.6% | -13.4% | +40.0% | +27.2% |
| 3M | -2.4% | -36.5% | +34.1% | -0.7% |
| 6M | -7.4% | -50.6% | +43.2% | -5.0% |
| YTD | -29.2% | -61.7% | +32.5% | -26.9% |
| 1Y | -23.5% | -71.1% | +47.6% | -20.4% |
| 3Y | +73.9% | +32.7% | +41.2% | +64.7% |
| 5Y | -6.6% | -79.2% | +72.6% | -14.9% |
| All | -30.5% | -79.3% | +48.8% | -37.7% |
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