+153.1%
JPM vs BBAI
+24.0%
+129.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.7% | +8.7% | +1.3% |
| 7D | +3.5% | -14.0% | +17.5% | +4.1% |
| 30D | +3.3% | -12.4% | +15.6% | +3.7% |
| 3M | -4.2% | -42.8% | +38.6% | -2.2% |
| 6M | +16.4% | -54.6% | +71.0% | +19.4% |
| YTD | +9.5% | -64.6% | +74.1% | +12.9% |
| 1Y | +14.0% | -69.9% | +83.9% | +18.0% |
| 3Y | +153.1% | +7.3% | +145.8% | +149.8% |
| All | +153.1% | +24.0% | +129.0% | +149.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling