-27.2%
JHX vs BBAI
-70.8%
+43.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +1.0% |
| 7D | -6.3% | -1.7% | -4.6% | -6.3% |
| 30D | -7.7% | -12.0% | +4.2% | -7.5% |
| 3M | +19.2% | -30.7% | +49.8% | +19.9% |
| 6M | +38.3% | -30.7% | +68.9% | +39.0% |
| YTD | +37.2% | -46.9% | +84.1% | +38.3% |
| 1Y | +42.3% | -41.1% | +83.3% | +43.0% |
| 3Y | -4.4% | +65.9% | -70.3% | -6.5% |
| All | -27.2% | -70.8% | +43.6% | -29.4% |
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