-74.9%
IOVA vs BBAI
-76.8%
+1.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.3% | +4.2% | -0.8% |
| 7D | -8.5% | -8.3% | -0.2% | -8.0% |
| 30D | -44.7% | -2.9% | -41.8% | -44.8% |
| 3M | +26.2% | -28.2% | +54.4% | +28.4% |
| 6M | +123.2% | -44.5% | +167.7% | +130.1% |
| YTD | +196.0% | -57.0% | +253.0% | +208.8% |
| 1Y | +240.9% | -59.4% | +300.3% | +255.8% |
| 3Y | +103.5% | +48.7% | +54.8% | +85.0% |
| 5Y | -65.5% | -76.8% | +11.3% | -63.1% |
| All | -74.9% | -76.8% | +1.9% | -75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling