+6.6%
SO vs BBAI
-60.9%
+67.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.3% | +5.4% | -0.1% |
| 7D | -0.1% | -8.3% | +8.2% | -0.4% |
| 30D | +8.7% | -2.9% | +11.6% | +8.7% |
| 3M | +3.4% | -28.2% | +31.5% | +2.4% |
| 6M | +3.7% | -44.5% | +48.2% | +2.1% |
| YTD | +10.0% | -57.0% | +67.1% | +8.5% |
| 1Y | +6.6% | -59.4% | +66.0% | +4.7% |
| All | +6.6% | -60.9% | +67.5% | +4.7% |
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 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