+0.9%
XRT vs BBAI
-71.7%
+72.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.4% | -1.6% |
| 7D | -2.4% | -4.1% | +1.7% | -2.3% |
| 30D | -6.9% | -12.4% | +5.4% | -6.7% |
| 3M | -0.4% | -29.1% | +28.7% | +0.3% |
| 6M | +2.2% | -32.6% | +34.9% | +2.9% |
| YTD | -0.7% | -47.6% | +46.9% | +0.4% |
| 1Y | -2.0% | -41.0% | +39.0% | -1.5% |
| 3Y | +41.0% | +67.5% | -26.4% | +36.1% |
| 5Y | -3.3% | -71.3% | +68.0% | -5.1% |
| All | +0.9% | -71.7% | +72.6% | -0.9% |
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