+267.1%
IOVA vs BBAI
-40.2%
+307.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +5.1% | -1.0% | +6.1% | +5.2% |
| 30D | +37.2% | -10.7% | +47.9% | +39.4% |
| 3M | +117.5% | -32.3% | +149.8% | +129.3% |
| 6M | +69.6% | -31.3% | +100.9% | +76.5% |
| YTD | +218.7% | -45.9% | +264.6% | +232.9% |
| All | +267.1% | -40.2% | +307.3% | +314.5% |
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