+45.4%
YUM vs BBAI
-71.7%
+117.1%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -2.4% |
| 7D | -3.6% | -4.1% | +0.5% | -3.6% |
| 30D | +0.4% | -12.4% | +12.8% | +0.4% |
| 3M | -3.8% | -29.1% | +25.3% | -3.8% |
| 6M | -8.3% | -32.6% | +24.3% | -8.3% |
| YTD | -2.6% | -47.6% | +44.9% | -2.7% |
| 1Y | +1.5% | -41.0% | +42.6% | +1.4% |
| 3Y | +21.6% | +67.5% | -45.9% | +21.1% |
| 5Y | +23.5% | -71.3% | +94.8% | +19.3% |
| All | +45.4% | -71.7% | +117.1% | +40.9% |
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 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