-78.4%
Z vs BBAI
-79.3%
+0.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -10.0% | +7.7% | -1.9% |
| 7D | -4.9% | -6.8% | +1.8% | -4.7% |
| 30D | +3.0% | -13.4% | +16.4% | +3.5% |
| 3M | -13.4% | -36.5% | +23.1% | -11.9% |
| 6M | -27.3% | -50.6% | +23.3% | -25.5% |
| YTD | -57.8% | -61.7% | +3.9% | -56.4% |
| 1Y | -60.0% | -71.1% | +11.1% | -58.4% |
| 3Y | -21.5% | +32.7% | -54.2% | -25.7% |
| 5Y | -55.0% | -79.2% | +24.3% | -56.1% |
| All | -78.4% | -79.3% | +0.9% | -79.1% |
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