-9.7%
RKT vs BBAI
-71.3%
+61.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.6% |
| 7D | -1.0% | -4.1% | +3.1% | -0.8% |
| 30D | -2.4% | -12.4% | +10.0% | -1.9% |
| 3M | +1.9% | -29.1% | +31.0% | +3.2% |
| 6M | -13.9% | -32.6% | +18.8% | -12.7% |
| YTD | -30.6% | -47.6% | +17.0% | -29.2% |
| 1Y | -34.4% | -41.0% | +6.7% | -33.6% |
| 3Y | +38.2% | +67.5% | -29.3% | +29.4% |
| 5Y | -9.7% | -71.3% | +61.6% | -19.5% |
| All | -9.7% | -71.3% | +61.6% | -19.5% |
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