+167.8%
JCI vs BBAI
+79.7%
+88.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +5.1% | -1.0% | +6.1% | +5.2% |
| 30D | -3.8% | -10.7% | +6.9% | -3.2% |
| 3M | +1.9% | -32.3% | +34.1% | +4.3% |
| 6M | +11.2% | -31.3% | +42.5% | +13.1% |
| YTD | +22.9% | -45.9% | +68.9% | +26.4% |
| 1Y | +37.4% | -40.0% | +77.4% | +38.5% |
| 3Y | +167.8% | +72.8% | +95.0% | +128.5% |
| All | +167.8% | +79.7% | +88.1% | +128.5% |
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 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