+162.0%
RY vs BBAI
+79.1%
+82.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.6% |
| 7D | +3.1% | -4.3% | +7.4% | +3.2% |
| 30D | -0.3% | -3.6% | +3.3% | -0.2% |
| 3M | +8.7% | -38.8% | +47.4% | +10.2% |
| 6M | +28.5% | -23.8% | +52.3% | +29.1% |
| YTD | +25.1% | -45.9% | +71.0% | +26.7% |
| 1Y | +46.3% | -40.8% | +87.1% | +47.2% |
| All | +162.0% | +79.1% | +82.8% | +136.7% |
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