-43.6%
ILMN vs BBAI
-70.8%
+27.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +1.9% | -1.0% | +2.9% | +1.9% |
| 30D | +12.3% | -10.7% | +23.0% | +12.5% |
| 3M | +33.5% | -32.3% | +65.8% | +34.2% |
| 6M | +69.4% | -31.3% | +100.7% | +70.0% |
| YTD | +60.9% | -45.9% | +106.8% | +61.8% |
| 1Y | +115.0% | -40.0% | +155.0% | +115.8% |
| 3Y | +37.0% | +72.8% | -35.8% | +36.0% |
| 5Y | -53.1% | -70.4% | +17.2% | -48.7% |
| All | -43.6% | -70.8% | +27.2% | -39.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling