-2.7%
SMCI vs BBAI
-40.5%
+37.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.0% | +6.6% | +5.3% |
| 7D | +6.8% | -4.3% | +11.0% | +8.3% |
| 30D | +30.6% | -3.6% | +34.2% | +32.0% |
| 3M | -15.6% | -38.8% | +23.2% | -0.9% |
| 6M | +21.3% | -23.8% | +45.0% | +33.0% |
| YTD | +35.3% | -45.9% | +81.2% | +57.0% |
| 1Y | -2.7% | -40.8% | +38.0% | +16.4% |
| All | -2.7% | -40.5% | +37.8% | +16.4% |
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