+503.0%
JBL vs BBAI
-71.3%
+574.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.8% | +3.3% | +5.0% |
| 7D | +2.4% | -1.7% | +4.1% | +2.5% |
| 30D | -13.1% | -12.0% | -1.1% | -12.7% |
| 3M | -15.6% | -30.7% | +15.1% | -14.6% |
| 6M | +24.6% | -30.7% | +55.2% | +25.8% |
| YTD | +39.6% | -46.9% | +86.5% | +41.8% |
| 1Y | +48.6% | -41.1% | +89.7% | +50.2% |
| 3Y | +197.3% | +65.9% | +131.4% | +188.4% |
| 5Y | +413.0% | -70.9% | +483.8% | +387.8% |
| All | +503.0% | -71.3% | +574.3% | +478.5% |
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