+108.1%
JCI vs BBAI
-77.0%
+185.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.3% | +2.5% |
| 7D | +2.9% | -10.2% | +13.1% | +3.2% |
| 30D | -6.9% | 0.0% | -6.9% | -7.0% |
| 3M | -6.3% | -30.9% | +24.6% | -5.5% |
| 6M | +2.6% | -46.8% | +49.3% | +4.0% |
| YTD | +21.8% | -57.4% | +79.2% | +23.8% |
| 1Y | +19.6% | -62.0% | +81.7% | +21.7% |
| 3Y | +194.9% | +47.4% | +147.5% | +187.0% |
| 5Y | +108.1% | -77.0% | +185.1% | +104.9% |
| All | +108.1% | -77.0% | +185.1% | +104.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling