-78.3%
Z vs BBAI
-76.8%
-1.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -5.3% | -0.2% | -5.3% |
| 7D | -6.5% | -8.3% | +1.8% | -6.1% |
| 30D | -0.1% | -2.9% | +2.8% | 0.0% |
| 3M | -14.1% | -28.2% | +14.0% | -13.1% |
| 6M | -30.1% | -44.5% | +14.4% | -28.6% |
| YTD | -57.5% | -57.0% | -0.5% | -56.4% |
| 1Y | -60.3% | -59.4% | -1.0% | -59.3% |
| 3Y | -21.0% | +48.7% | -69.8% | -25.6% |
| 5Y | -54.9% | -76.8% | +21.8% | -56.3% |
| All | -78.3% | -76.8% | -1.5% | -79.0% |
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 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