+0.8%
RKT vs BBAI
-77.0%
+77.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | -3.8% | -10.2% | +6.4% | -3.4% |
| 30D | +32.8% | 0.0% | +32.8% | +32.7% |
| 3M | +0.8% | -30.9% | +31.8% | +2.2% |
| 6M | -2.6% | -46.8% | +44.1% | -0.4% |
| YTD | -25.4% | -57.4% | +32.0% | -23.3% |
| 1Y | -19.1% | -62.0% | +42.9% | -16.7% |
| 3Y | +83.2% | +47.4% | +35.7% | +72.7% |
| 5Y | +0.8% | -77.0% | +77.8% | -6.6% |
| All | +0.8% | -77.0% | +77.8% | -6.6% |
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