+53.9%
RMD vs BBAI
+79.7%
-25.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -4.5% | -1.0% | -3.4% | -4.4% |
| 30D | +4.6% | -10.7% | +15.3% | +5.1% |
| 3M | +14.8% | -32.3% | +47.0% | +16.6% |
| 6M | -12.1% | -31.3% | +19.2% | -11.1% |
| YTD | -7.5% | -45.9% | +38.4% | -5.7% |
| 1Y | -20.1% | -40.0% | +20.0% | -19.6% |
| 3Y | +53.9% | +72.8% | -18.9% | +36.0% |
| All | +53.9% | +79.7% | -25.8% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling