-60.8%
JD vs BBAI
-76.8%
+16.0%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.3% | +5.1% | -0.1% |
| 7D | +5.2% | -8.3% | +13.5% | +5.4% |
| 30D | +4.5% | -2.9% | +7.4% | +4.5% |
| 3M | -15.4% | -28.2% | +12.8% | -14.9% |
| 6M | -6.0% | -44.5% | +38.5% | -5.0% |
| YTD | +2.2% | -57.0% | +59.2% | +3.7% |
| 1Y | -6.7% | -59.4% | +52.7% | -5.3% |
| 3Y | +20.5% | +48.7% | -28.2% | +16.7% |
| 5Y | -58.4% | -76.8% | +18.3% | -58.6% |
| All | -60.8% | -76.8% | +16.0% | -61.5% |
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