-62.8%
XYZ vs BBAI
-77.8%
+15.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +12.1% | -14.6% | +26.8% | +12.9% |
| 30D | +12.4% | -11.6% | +23.9% | +12.9% |
| 3M | +8.2% | -26.2% | +34.4% | +9.4% |
| 6M | +20.7% | -49.2% | +69.9% | +23.7% |
| YTD | +31.3% | -58.9% | +90.2% | +35.2% |
| 1Y | +20.5% | -60.8% | +81.3% | +24.0% |
| 3Y | +72.6% | +51.0% | +21.6% | +68.2% |
| 5Y | -64.0% | -77.7% | +13.7% | -63.4% |
| All | -62.8% | -77.8% | +15.0% | -62.5% |
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