+183.8%
IRM vs BBAI
-77.0%
+260.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.5% |
| 7D | -5.3% | -10.2% | +4.9% | -5.0% |
| 30D | -2.3% | 0.0% | -2.3% | -2.3% |
| 3M | -7.4% | -30.9% | +23.5% | -6.7% |
| 6M | -12.2% | -46.8% | +34.5% | -11.1% |
| YTD | +38.6% | -57.4% | +96.1% | +40.6% |
| 1Y | +14.9% | -62.0% | +76.9% | +16.7% |
| 3Y | +108.2% | +47.4% | +60.7% | +103.3% |
| 5Y | +183.8% | -77.0% | +260.8% | +158.3% |
| All | +183.8% | -77.0% | +260.8% | +158.3% |
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