-8.8%
SMCI vs BBAI
-39.3%
+30.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.5% | +6.6% |
| 7D | +1.3% | -1.7% | +3.0% | +2.0% |
| 30D | +6.6% | -12.0% | +18.6% | +11.6% |
| 3M | +25.4% | -30.7% | +56.1% | +41.4% |
| 6M | +26.1% | -30.7% | +56.8% | +41.9% |
| YTD | +37.0% | -46.9% | +83.9% | +60.3% |
| 1Y | -8.8% | -41.1% | +32.3% | +9.1% |
| All | -8.8% | -39.3% | +30.6% | +9.1% |
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