+256.8%
ROIV vs BBAI
-70.8%
+327.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.6% |
| 7D | +0.6% | -4.3% | +4.9% | +0.8% |
| 30D | +1.0% | -3.6% | +4.6% | +1.0% |
| 3M | +18.3% | -38.8% | +57.1% | +19.9% |
| 6M | +18.3% | -23.8% | +42.1% | +19.0% |
| YTD | +61.0% | -45.9% | +106.9% | +63.2% |
| 1Y | +177.9% | -40.8% | +218.7% | +180.1% |
| 3Y | +199.1% | +69.8% | +129.3% | +185.8% |
| 5Y | +250.7% | -70.3% | +321.0% | +209.3% |
| All | +256.8% | -70.8% | +327.6% | +214.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling