+169.8%
RY vs BBAI
-70.8%
+240.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.7% | -1.0% | +3.7% | +2.7% |
| 30D | -1.0% | -10.7% | +9.7% | -0.8% |
| 3M | +7.6% | -32.3% | +39.9% | +8.2% |
| 6M | +29.5% | -31.3% | +60.8% | +29.9% |
| YTD | +24.2% | -45.9% | +70.1% | +24.9% |
| 1Y | +46.4% | -40.0% | +86.4% | +46.8% |
| 3Y | +159.4% | +72.8% | +86.6% | +154.0% |
| 5Y | +141.8% | -70.4% | +212.2% | +141.8% |
| All | +169.8% | -70.8% | +240.6% | +169.6% |
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 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