+100.2%
ROIV vs BBAI
-67.0%
+167.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.8% |
| 7D | +9.5% | -10.2% | +19.6% | +11.6% |
| 30D | +21.0% | 0.0% | +21.0% | +20.3% |
| 3M | +18.7% | -30.9% | +49.7% | +26.9% |
| 6M | +44.5% | -46.8% | +91.3% | +60.1% |
| YTD | +92.9% | -57.4% | +150.3% | +113.4% |
| 1Y | +100.2% | -62.0% | +162.3% | +122.5% |
| All | +100.2% | -67.0% | +167.2% | +122.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling