-77.0%
Z vs BBAI
-75.5%
-1.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +10.4% | -6.6% | +3.4% |
| 7D | -5.2% | -5.0% | -0.1% | -4.9% |
| 30D | +5.7% | +2.5% | +3.2% | +5.6% |
| 3M | -8.7% | -25.1% | +16.3% | -7.8% |
| 6M | -26.0% | -41.4% | +15.4% | -24.6% |
| YTD | -55.0% | -54.6% | -0.4% | -53.9% |
| 1Y | -58.0% | -56.9% | -1.1% | -57.0% |
| 3Y | -15.2% | +59.1% | -74.3% | -20.3% |
| 5Y | -53.8% | -75.4% | +21.6% | -55.3% |
| All | -77.0% | -75.5% | -1.5% | -77.9% |
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 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