-54.1%
Z vs BBAI
-77.8%
+23.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -13.3% | +2.6% | -10.1% |
| 7D | -2.3% | -16.9% | +14.6% | -1.5% |
| 30D | +9.4% | -14.0% | +23.3% | +10.0% |
| 3M | -16.1% | -26.7% | +10.6% | -15.1% |
| 6M | -30.4% | -46.4% | +15.9% | -28.9% |
| YTD | -55.6% | -58.9% | +3.3% | -54.3% |
| 1Y | -58.5% | -63.8% | +5.3% | -57.2% |
| 3Y | -19.6% | +54.2% | -73.8% | -24.3% |
| 5Y | -54.1% | -77.7% | +23.5% | -53.5% |
| All | -54.1% | -77.8% | +23.6% | -53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling