-1.6%
RMD vs BBAI
-77.0%
+75.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +1.9% |
| 7D | -0.8% | -10.2% | +9.3% | -0.7% |
| 30D | +1.7% | 0.0% | +1.7% | +1.6% |
| 3M | +6.4% | -30.9% | +37.3% | +6.8% |
| 6M | +20.7% | -46.8% | +67.5% | +21.5% |
| YTD | -0.2% | -57.4% | +57.2% | +0.6% |
| 1Y | -4.5% | -62.0% | +57.5% | -3.7% |
| 3Y | +70.5% | +47.4% | +23.1% | +68.1% |
| 5Y | -1.6% | -77.0% | +75.3% | +4.0% |
| All | -1.6% | -77.0% | +75.3% | +4.0% |
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 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