-74.1%
Z vs BBAI
-70.8%
-3.3%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -2.0% |
| 7D | -3.0% | -4.3% | +1.3% | -2.8% |
| 30D | -4.2% | -3.6% | -0.6% | -4.1% |
| 3M | -3.7% | -38.8% | +35.1% | -2.0% |
| 6M | -24.5% | -23.8% | -0.7% | -24.0% |
| YTD | -49.3% | -45.9% | -3.4% | -48.4% |
| 1Y | -58.7% | -40.8% | -17.9% | -58.3% |
| 3Y | -34.1% | +69.8% | -103.9% | -38.4% |
| 5Y | -64.5% | -70.3% | +5.8% | -65.3% |
| All | -74.1% | -70.8% | -3.3% | -75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling