+161.2%
RY vs BBAI
+49.4%
+111.9%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +0.6% |
| 7D | -3.0% | -10.2% | +7.2% | -2.7% |
| 30D | +6.3% | 0.0% | +6.3% | +6.2% |
| 3M | -2.6% | -30.9% | +28.3% | -1.6% |
| 6M | +13.9% | -46.8% | +60.7% | +15.7% |
| YTD | +21.7% | -57.4% | +79.1% | +23.9% |
| 1Y | +40.4% | -62.0% | +102.5% | +43.2% |
| All | +161.2% | +49.4% | +111.9% | +145.6% |
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 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