+164.2%
JCI vs BBAI
-71.3%
+235.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.5% | +2.2% |
| 7D | +0.7% | -1.7% | +2.5% | +0.8% |
| 30D | -4.4% | -12.0% | +7.5% | -4.2% |
| 3M | +1.7% | -30.7% | +32.3% | +2.5% |
| 6M | +8.8% | -30.7% | +39.5% | +9.5% |
| YTD | +22.6% | -46.9% | +69.5% | +24.0% |
| 1Y | +36.2% | -41.1% | +77.3% | +36.9% |
| 3Y | +168.0% | +65.9% | +102.1% | +159.6% |
| 5Y | +113.5% | -70.9% | +184.3% | +107.9% |
| All | +164.2% | -71.3% | +235.5% | +157.4% |
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