-33.8%
IONS vs BBAI
-75.5%
+41.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +10.4% | -31.7% | -21.6% |
| 7D | -24.8% | -5.0% | -19.8% | -24.8% |
| 30D | -31.5% | +2.5% | -34.0% | -31.7% |
| 3M | -45.2% | -25.1% | -20.1% | -44.8% |
| 6M | -59.1% | -41.4% | -17.7% | -58.6% |
| YTD | -60.8% | -54.6% | -6.2% | -60.2% |
| 1Y | -57.9% | -56.9% | -1.0% | -57.2% |
| 3Y | -34.5% | +59.1% | -93.6% | -37.4% |
| 5Y | -8.8% | -75.4% | +66.6% | -1.5% |
| All | -33.8% | -75.5% | +41.7% | -29.3% |
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