-11.8%
SONY vs BBAI
-40.5%
+28.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.4% |
| 7D | -1.2% | -4.3% | +3.1% | -0.9% |
| 30D | +9.4% | -3.6% | +13.1% | +9.6% |
| 3M | +10.5% | -38.8% | +49.3% | +15.2% |
| 6M | +11.7% | -23.8% | +35.4% | +13.4% |
| YTD | -4.1% | -45.9% | +41.9% | -0.7% |
| 1Y | -11.8% | -40.8% | +29.0% | -5.2% |
| All | -11.8% | -40.5% | +28.7% | -5.2% |
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