+183.0%
JBL vs BBAI
+62.1%
+120.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | -1.0% | -5.4% | +4.3% | -0.5% |
| 30D | -15.1% | -15.3% | +0.2% | -13.7% |
| 3M | -14.0% | -29.9% | +15.8% | -11.2% |
| 6M | +20.6% | -30.7% | +51.3% | +24.1% |
| YTD | +32.9% | -47.8% | +80.7% | +39.4% |
| 1Y | +40.5% | -40.4% | +80.9% | +44.5% |
| All | +183.0% | +62.1% | +120.9% | +139.6% |
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