-64.0%
XYZ vs BBAI
-70.8%
+6.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.7% |
| 7D | -1.0% | -4.3% | +3.3% | -0.8% |
| 30D | -1.7% | -3.6% | +1.9% | -1.6% |
| 3M | +16.7% | -38.8% | +55.5% | +18.8% |
| 6M | +26.9% | -23.8% | +50.6% | +27.9% |
| YTD | +27.1% | -45.9% | +73.1% | +29.6% |
| 1Y | +9.3% | -40.8% | +50.0% | +10.6% |
| 3Y | +42.3% | +69.8% | -27.5% | +37.3% |
| 5Y | -69.3% | -70.3% | +1.0% | -68.8% |
| All | -64.0% | -70.8% | +6.8% | -64.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling