-20.4%
Z vs BBAI
+47.0%
-67.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -4.6% | -14.6% | +10.1% | -3.1% |
| 30D | +8.3% | -11.6% | +19.9% | +9.4% |
| 3M | -11.6% | -26.2% | +14.6% | -9.4% |
| 6M | -33.6% | -49.2% | +15.6% | -30.1% |
| YTD | -56.7% | -58.9% | +2.2% | -53.9% |
| 1Y | -59.1% | -60.8% | +1.6% | -56.6% |
| 3Y | -20.4% | +51.0% | -71.4% | -38.9% |
| All | -20.4% | +47.0% | -67.4% | -38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling