-2.1%
XRT vs BBAI
-75.5%
+73.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +10.4% | -6.7% | +3.4% |
| 7D | +2.5% | -5.0% | +7.5% | +2.6% |
| 30D | +10.3% | +2.5% | +7.8% | +10.2% |
| 3M | +2.4% | -25.1% | +27.5% | +2.9% |
| 6M | +10.0% | -41.4% | +51.4% | +11.1% |
| YTD | +9.5% | -54.6% | +64.2% | +11.0% |
| 1Y | +17.2% | -56.9% | +74.0% | +18.6% |
| 3Y | +62.0% | +59.1% | +2.9% | +56.7% |
| 5Y | -2.1% | -75.4% | +73.3% | -5.4% |
| All | -2.1% | -75.5% | +73.4% | -5.4% |
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