+72.7%
SO vs BBAI
-71.7%
+144.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.8% |
| 7D | 0.0% | -4.1% | +4.1% | 0.0% |
| 30D | -2.5% | -12.4% | +9.9% | -2.6% |
| 3M | -4.2% | -29.1% | +24.9% | -4.4% |
| 6M | -7.7% | -32.6% | +25.0% | -7.9% |
| YTD | +3.8% | -47.6% | +51.4% | +3.4% |
| 1Y | +0.1% | -41.0% | +41.1% | -0.1% |
| 3Y | +44.2% | +67.5% | -23.2% | +46.6% |
| 5Y | +57.9% | -71.3% | +129.1% | +60.7% |
| All | +72.7% | -71.7% | +144.4% | +76.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling