+52.5%
SOXX vs BBAI
-56.6%
+109.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.4% |
| 7D | -13.7% | +4.1% | -17.8% | -14.7% |
| 30D | -23.6% | -1.9% | -21.7% | -23.5% |
| 3M | -16.9% | -18.7% | +1.9% | -13.1% |
| 6M | -2.4% | -38.6% | +36.2% | +7.4% |
| YTD | +49.8% | -52.6% | +102.4% | +68.5% |
| 1Y | +52.5% | -55.3% | +107.8% | +70.8% |
| All | +52.5% | -56.6% | +109.1% | +70.8% |
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