-14.8%
IONS vs BBAI
+47.0%
-61.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -9.4% | -14.6% | +5.2% | -8.5% |
| 30D | -10.7% | -11.6% | +0.8% | -10.2% |
| 3M | -27.7% | -26.2% | -1.4% | -26.5% |
| 6M | -48.7% | -49.2% | +0.5% | -46.9% |
| YTD | -50.2% | -58.9% | +8.7% | -48.1% |
| 1Y | -46.8% | -60.8% | +14.0% | -44.6% |
| 3Y | -14.8% | +51.0% | -65.9% | -30.6% |
| All | -14.8% | +47.0% | -61.9% | -30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling