+283.2%
IRM vs BBAI
-70.8%
+354.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +1.7% |
| 7D | -0.5% | -4.3% | +3.8% | -0.4% |
| 30D | -8.1% | -3.6% | -4.4% | -8.0% |
| 3M | -9.7% | -38.8% | +29.1% | -8.8% |
| 6M | +10.0% | -23.8% | +33.8% | +10.4% |
| YTD | +43.0% | -45.9% | +88.9% | +44.3% |
| 1Y | +32.7% | -40.8% | +73.4% | +33.4% |
| 3Y | +102.7% | +69.8% | +33.0% | +97.1% |
| 5Y | +187.6% | -70.3% | +257.9% | +163.0% |
| All | +283.2% | -70.8% | +354.0% | +246.9% |
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