-77.9%
Z vs BBAI
-77.0%
-0.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.7% |
| 7D | -13.1% | -10.2% | -2.9% | -12.7% |
| 30D | +5.9% | 0.0% | +5.9% | +5.8% |
| 3M | -13.7% | -30.9% | +17.3% | -12.5% |
| 6M | -27.1% | -46.8% | +19.6% | -25.5% |
| YTD | -56.8% | -57.4% | +0.6% | -55.6% |
| 1Y | -60.2% | -62.0% | +1.8% | -59.1% |
| 3Y | -19.7% | +47.4% | -67.1% | -24.3% |
| 5Y | -53.7% | -77.0% | +23.3% | -55.1% |
| All | -77.9% | -77.0% | -0.9% | -78.7% |
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