-18.1%
SONY vs BBAI
-39.3%
+21.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.5% |
| 7D | -2.7% | -1.7% | -1.0% | -2.6% |
| 30D | +1.5% | -12.0% | +13.5% | +2.5% |
| 3M | +13.0% | -30.7% | +43.7% | +16.5% |
| 6M | +11.2% | -30.7% | +41.9% | +13.8% |
| YTD | -6.6% | -46.9% | +40.2% | -3.2% |
| 1Y | -18.1% | -41.1% | +22.9% | -13.6% |
| All | -18.1% | -39.3% | +21.2% | -13.6% |
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