+2.5%
SWKS vs BBAI
+50.6%
-48.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.3% | +5.2% | +0.3% |
| 7D | -3.1% | -8.3% | +5.2% | -2.6% |
| 30D | +8.3% | -2.9% | +11.3% | +8.3% |
| 3M | +20.2% | -28.2% | +48.4% | +23.1% |
| 6M | +24.9% | -44.5% | +69.4% | +30.1% |
| YTD | +33.2% | -57.0% | +90.2% | +40.3% |
| 1Y | +23.6% | -59.4% | +82.9% | +30.0% |
| All | +2.5% | +50.6% | -48.1% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling