-62.0%
JD vs BBAI
-79.3%
+17.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -10.0% | +8.7% | -1.1% |
| 7D | -4.0% | -6.8% | +2.7% | -3.9% |
| 30D | +2.7% | -13.4% | +16.0% | +2.9% |
| 3M | -13.0% | -36.5% | +23.5% | -12.2% |
| 6M | -12.7% | -50.6% | +37.9% | -11.5% |
| YTD | -0.8% | -61.7% | +60.9% | +0.9% |
| 1Y | -8.9% | -71.1% | +62.2% | -6.9% |
| 3Y | +17.0% | +32.7% | -15.7% | +13.6% |
| 5Y | -63.5% | -79.2% | +15.7% | -63.6% |
| All | -62.0% | -79.3% | +17.3% | -62.5% |
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