+411.6%
ROIV vs BBAI
-77.8%
+489.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +5.3% | -14.6% | +20.0% | +5.8% |
| 30D | +11.9% | -11.6% | +23.4% | +12.2% |
| 3M | +10.7% | -26.2% | +37.0% | +11.6% |
| 6M | +34.9% | -49.2% | +84.1% | +37.3% |
| YTD | +79.2% | -58.9% | +138.1% | +83.0% |
| 1Y | +89.0% | -60.8% | +149.8% | +93.0% |
| 3Y | +337.3% | +51.0% | +286.3% | +320.6% |
| All | +411.6% | -77.8% | +489.4% | +382.7% |
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