-70.9%
BBAI vs SOXQ
+258.1%
-329.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +0.6% |
| 7D | -1.7% | +0.8% | -2.5% | -2.3% |
| 30D | -12.0% | -4.6% | -7.4% | -9.2% |
| 3M | -30.7% | -10.2% | -20.5% | -26.7% |
| 6M | -30.7% | +49.7% | -80.3% | -49.4% |
| YTD | -46.9% | +67.2% | -114.1% | -64.1% |
| 1Y | -41.1% | +98.0% | -139.1% | -63.9% |
| 3Y | +65.9% | +237.2% | -171.3% | -15.8% |
| All | -70.9% | +258.1% | -329.0% | -85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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