-71.3%
BBAI vs IAG
+804.8%
-876.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -3.7% |
| 7D | -4.1% | +1.7% | -5.8% | -4.5% |
| 30D | -12.4% | +11.4% | -23.8% | -15.2% |
| 3M | -29.1% | +33.0% | -62.1% | -34.9% |
| 6M | -32.6% | -6.0% | -26.6% | -32.6% |
| YTD | -47.6% | +24.6% | -72.2% | -51.2% |
| 1Y | -41.0% | +105.0% | -146.0% | -50.8% |
| 3Y | +67.5% | +837.9% | -770.4% | -1.9% |
| 5Y | -71.3% | +817.0% | -888.2% | -81.3% |
| All | -71.3% | +804.8% | -876.1% | -81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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