-22.1%
RMD vs BBAI
-71.3%
+49.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.5% |
| 7D | -4.7% | -4.1% | -0.7% | -4.7% |
| 30D | +0.2% | -12.4% | +12.6% | +0.4% |
| 3M | +12.0% | -29.1% | +41.1% | +12.4% |
| 6M | -12.5% | -32.6% | +20.1% | -12.2% |
| YTD | -7.9% | -47.6% | +39.7% | -7.4% |
| 1Y | -20.4% | -41.0% | +20.7% | -20.2% |
| 3Y | +53.1% | +67.5% | -14.3% | +50.6% |
| 5Y | -22.1% | -71.3% | +49.1% | -20.8% |
| All | -22.1% | -71.3% | +49.1% | -20.8% |
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