-67.1%
IOVA vs BBAI
-75.5%
+8.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +10.4% | -8.7% | +1.0% |
| 7D | +1.9% | -5.0% | +6.9% | +2.2% |
| 30D | -44.1% | +2.5% | -46.6% | -44.4% |
| 3M | +28.9% | -25.1% | +53.9% | +30.7% |
| 6M | +125.7% | -41.4% | +167.1% | +131.8% |
| YTD | +199.3% | -54.6% | +253.9% | +211.2% |
| 1Y | +255.2% | -56.9% | +312.1% | +269.3% |
| 3Y | +106.8% | +59.1% | +47.7% | +87.4% |
| 5Y | -67.1% | -75.4% | +8.4% | -67.7% |
| All | -67.1% | -75.5% | +8.4% | -67.7% |
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