+58.7%
SO vs BBAI
-70.3%
+129.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +1.0% | -1.0% | +2.0% | +1.0% |
| 30D | -3.2% | -10.7% | +7.5% | -3.3% |
| 3M | -1.7% | -32.3% | +30.5% | -2.0% |
| 6M | -7.2% | -31.3% | +24.1% | -7.4% |
| YTD | +4.6% | -45.9% | +50.5% | +4.2% |
| 1Y | +1.2% | -40.0% | +41.3% | +1.1% |
| 3Y | +45.3% | +72.8% | -27.5% | +47.7% |
| 5Y | +58.7% | -70.4% | +129.1% | +60.1% |
| All | +58.7% | -70.3% | +129.0% | +60.1% |
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 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