+12.2%
IOT vs BBAI
-40.5%
+52.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.8% | +4.1% |
| 7D | -2.3% | -4.3% | +1.9% | -1.6% |
| 30D | +3.8% | -3.6% | +7.4% | +4.5% |
| 3M | +14.2% | -38.8% | +53.0% | +24.3% |
| 6M | +40.1% | -23.8% | +63.9% | +45.9% |
| YTD | +13.4% | -45.9% | +59.3% | +21.6% |
| 1Y | +12.2% | -40.8% | +52.9% | +22.6% |
| All | +12.2% | -40.5% | +52.7% | +22.6% |
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 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