+389.2%
ROIV vs BBAI
-80.9%
+470.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.7% | +6.6% | -0.9% |
| 7D | +1.7% | -14.0% | +15.6% | +2.1% |
| 30D | +17.6% | -12.4% | +30.0% | +18.0% |
| 3M | +9.0% | -42.8% | +51.8% | +10.7% |
| 6M | +35.3% | -54.6% | +89.9% | +38.2% |
| YTD | +82.2% | -64.6% | +146.8% | +86.9% |
| 1Y | +92.3% | -69.9% | +162.1% | +97.8% |
| 3Y | +336.8% | +7.3% | +329.5% | +323.3% |
| All | +389.2% | -80.9% | +470.1% | +387.0% |
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