+112.0%
IBM vs BBAI
-70.3%
+182.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.3% | -1.0% | +1.3% | +0.3% |
| 30D | -1.5% | -10.7% | +9.2% | -1.3% |
| 3M | -16.8% | -32.3% | +15.5% | -16.3% |
| 6M | -9.0% | -31.3% | +22.3% | -8.6% |
| YTD | -20.1% | -45.9% | +25.9% | -19.5% |
| 1Y | -7.0% | -40.0% | +33.0% | -6.6% |
| 3Y | +72.4% | +72.8% | -0.4% | +70.9% |
| 5Y | +112.0% | -70.4% | +182.3% | +97.2% |
| All | +112.0% | -70.3% | +182.3% | +97.2% |
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 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