+0.1%
SO vs BBAI
-42.0%
+42.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.8% |
| 7D | 0.0% | -4.1% | +4.1% | -0.1% |
| 30D | -2.5% | -12.4% | +9.9% | -2.8% |
| 3M | -4.2% | -29.1% | +24.9% | -4.7% |
| 6M | -7.7% | -32.6% | +25.0% | -8.2% |
| YTD | +3.8% | -47.6% | +51.4% | +3.2% |
| 1Y | +0.1% | -41.0% | +41.1% | +0.4% |
| All | +0.1% | -42.0% | +42.1% | +0.4% |
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