-63.2%
IOVA vs BBAI
-70.3%
+7.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +5.1% | -1.0% | +6.1% | +5.1% |
| 30D | +37.2% | -10.7% | +47.9% | +38.1% |
| 3M | +117.5% | -32.3% | +149.8% | +122.5% |
| 6M | +69.6% | -31.3% | +100.9% | +72.9% |
| YTD | +218.7% | -45.9% | +264.6% | +228.9% |
| 1Y | +265.5% | -40.0% | +305.6% | +271.3% |
| 3Y | +46.2% | +72.8% | -26.6% | +31.8% |
| 5Y | -63.2% | -70.4% | +7.1% | -62.0% |
| All | -63.2% | -70.3% | +7.1% | -62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling