+104.4%
IRM vs BBAI
+79.7%
+24.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.6% | -1.0% | +2.6% | +1.7% |
| 30D | -4.2% | -10.7% | +6.5% | -3.6% |
| 3M | -5.4% | -32.3% | +26.9% | -3.4% |
| 6M | +12.0% | -31.3% | +43.3% | +13.8% |
| YTD | +42.0% | -45.9% | +88.0% | +45.5% |
| 1Y | +29.9% | -40.0% | +69.9% | +31.4% |
| 3Y | +104.4% | +72.8% | +31.6% | +77.2% |
| All | +104.4% | +79.7% | +24.7% | +77.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling