-0.8%
IOT vs BBAI
-39.3%
+38.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | -0.5% |
| 7D | -4.5% | -1.7% | -2.8% | -4.2% |
| 30D | -2.4% | -12.0% | +9.5% | -0.3% |
| 3M | +19.0% | -30.7% | +49.6% | +26.7% |
| 6M | +19.6% | -30.7% | +50.3% | +26.1% |
| YTD | +8.3% | -46.9% | +55.1% | +16.2% |
| 1Y | -0.8% | -41.1% | +40.3% | +7.8% |
| All | -0.8% | -39.3% | +38.5% | +7.8% |
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