-2.1%
IONS vs BBAI
-40.5%
+38.4%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.1% |
| 7D | -4.8% | -4.3% | -0.6% | -4.6% |
| 30D | +7.2% | -3.6% | +10.8% | +7.3% |
| 3M | -22.7% | -38.8% | +16.1% | -20.3% |
| 6M | -26.9% | -23.8% | -3.1% | -26.4% |
| YTD | -26.6% | -45.9% | +19.4% | -24.6% |
| 1Y | -2.1% | -40.8% | +38.6% | +1.5% |
| All | -2.1% | -40.5% | +38.4% | +1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling