-61.7%
JD vs BBAI
-70.8%
+9.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -0.8% | -1.0% | +0.2% | -0.8% |
| 30D | -16.0% | -10.7% | -5.3% | -15.8% |
| 3M | -3.2% | -32.3% | +29.1% | -2.4% |
| 6M | +6.1% | -31.3% | +37.3% | +6.7% |
| YTD | -0.1% | -45.9% | +45.8% | +0.9% |
| 1Y | -12.7% | -40.0% | +27.3% | -12.3% |
| 3Y | -6.3% | +72.8% | -79.1% | -9.7% |
| 5Y | -61.3% | -70.4% | +9.0% | -61.8% |
| All | -61.7% | -70.8% | +9.1% | -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