+192.8%
IRM vs BBAI
-71.3%
+264.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.7% |
| 7D | +3.0% | -4.1% | +7.1% | +3.1% |
| 30D | -5.2% | -12.4% | +7.2% | -5.0% |
| 3M | -8.0% | -29.1% | +21.0% | -7.4% |
| 6M | +9.2% | -32.6% | +41.8% | +9.9% |
| YTD | +41.0% | -47.6% | +88.6% | +42.4% |
| 1Y | +23.3% | -41.0% | +64.3% | +23.9% |
| 3Y | +102.8% | +67.5% | +35.4% | +97.3% |
| 5Y | +192.8% | -71.3% | +264.1% | +163.1% |
| All | +192.8% | -71.3% | +264.0% | +163.1% |
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 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