-72.7%
IOVA vs BBAI
-70.8%
-1.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.2% |
| 7D | +9.7% | -4.3% | +14.0% | +10.0% |
| 30D | +102.5% | -3.6% | +106.2% | +102.8% |
| 3M | +100.7% | -38.8% | +139.5% | +106.6% |
| 6M | +106.3% | -23.8% | +130.1% | +109.1% |
| YTD | +222.0% | -45.9% | +267.9% | +232.3% |
| 1Y | +299.5% | -40.8% | +340.3% | +306.2% |
| 3Y | +42.9% | +69.8% | -26.8% | +28.9% |
| 5Y | -65.0% | -70.3% | +5.3% | -64.4% |
| All | -72.7% | -70.8% | -1.9% | -74.1% |
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 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