+8.7%
XRT vs BBAI
-79.3%
+88.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -10.0% | +8.2% | -1.6% |
| 7D | -0.4% | -6.8% | +6.3% | -0.3% |
| 30D | +7.5% | -13.4% | +20.9% | +7.8% |
| 3M | +2.3% | -36.5% | +38.8% | +3.3% |
| 6M | +12.8% | -50.6% | +63.4% | +14.4% |
| YTD | +7.1% | -61.7% | +68.7% | +8.9% |
| 1Y | +12.3% | -71.1% | +83.4% | +14.7% |
| 3Y | +57.0% | +32.7% | +24.3% | +52.4% |
| 5Y | -4.3% | -79.2% | +74.9% | -5.1% |
| All | +8.7% | -79.3% | +88.0% | +7.5% |
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