-62.1%
STLA vs BBAI
-70.3%
+8.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +0.7% | -1.0% | +1.8% | +0.8% |
| 30D | -2.4% | -10.7% | +8.3% | -2.1% |
| 3M | -23.9% | -32.3% | +8.4% | -23.3% |
| 6M | -24.6% | -31.3% | +6.7% | -24.1% |
| YTD | -50.5% | -45.9% | -4.6% | -50.0% |
| 1Y | -39.8% | -40.0% | +0.2% | -39.5% |
| 3Y | -65.6% | +72.8% | -138.4% | -66.3% |
| 5Y | -62.1% | -70.4% | +8.3% | -64.7% |
| All | -62.1% | -70.3% | +8.2% | -64.7% |
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 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