-54.4%
SWKS vs BBAI
-70.8%
+16.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +11.8% | -1.0% | +12.8% | +11.8% |
| 30D | +6.7% | -10.7% | +17.4% | +7.0% |
| 3M | 0.0% | -32.3% | +32.3% | +0.9% |
| 6M | +38.7% | -31.3% | +70.0% | +39.7% |
| YTD | +21.4% | -45.9% | +67.3% | +22.7% |
| 1Y | +2.9% | -40.0% | +42.9% | +3.6% |
| 3Y | -16.4% | +72.8% | -89.2% | -18.4% |
| 5Y | -51.2% | -70.4% | +19.2% | -53.7% |
| All | -54.4% | -70.8% | +16.4% | -56.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling