+77.0%
SO vs BBAI
-77.8%
+154.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -1.5% | -14.6% | +13.2% | -1.6% |
| 30D | +8.1% | -11.6% | +19.6% | +8.0% |
| 3M | +0.2% | -26.2% | +26.5% | 0.0% |
| 6M | +0.4% | -49.2% | +49.6% | -0.1% |
| YTD | +8.5% | -58.9% | +67.4% | +7.9% |
| 1Y | +4.9% | -60.8% | +65.7% | +4.4% |
| 3Y | +47.9% | +51.0% | -3.1% | +50.3% |
| All | +77.0% | -77.8% | +154.8% | +83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling