+275.9%
IRM vs BBAI
-80.9%
+356.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.7% | +7.0% | -0.5% |
| 7D | +6.8% | -14.0% | +20.8% | +7.1% |
| 30D | +2.6% | -12.4% | +15.0% | +2.9% |
| 3M | -9.5% | -42.8% | +33.3% | -8.4% |
| 6M | -8.5% | -54.6% | +46.1% | -7.0% |
| YTD | +40.3% | -64.6% | +104.9% | +42.9% |
| 1Y | +28.7% | -69.9% | +98.6% | +31.4% |
| 3Y | +111.8% | +7.3% | +104.5% | +108.0% |
| 5Y | +189.1% | -80.8% | +269.9% | +168.4% |
| All | +275.9% | -80.9% | +356.8% | +243.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling