+165.3%
RY vs BBAI
-75.5%
+240.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +10.4% | -8.9% | +1.3% |
| 7D | -0.2% | -5.0% | +4.8% | -0.1% |
| 30D | +7.1% | +2.5% | +4.5% | +7.0% |
| 3M | -2.7% | -25.1% | +22.4% | -2.3% |
| 6M | +13.8% | -41.4% | +55.2% | +14.4% |
| YTD | +22.1% | -54.6% | +76.7% | +23.0% |
| 1Y | +43.1% | -56.9% | +99.9% | +44.1% |
| 3Y | +163.6% | +59.1% | +104.5% | +158.6% |
| 5Y | +126.2% | -75.4% | +201.7% | +127.1% |
| All | +165.3% | -75.5% | +240.8% | +165.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling