-73.8%
IOVA vs BBAI
-71.7%
-2.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.9% |
| 7D | -2.2% | -4.1% | +1.9% | -1.9% |
| 30D | +31.7% | -12.4% | +44.1% | +32.7% |
| 3M | +117.3% | -29.1% | +146.3% | +121.7% |
| 6M | +55.8% | -32.6% | +88.4% | +59.1% |
| YTD | +208.8% | -47.6% | +256.4% | +219.4% |
| 1Y | +255.7% | -41.0% | +296.7% | +261.8% |
| 3Y | +41.7% | +67.5% | -25.8% | +27.9% |
| 5Y | -64.9% | -71.3% | +6.4% | -64.1% |
| All | -73.8% | -71.7% | -2.1% | -75.1% |
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