-50.3%
SWKS vs BBAI
-77.8%
+27.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -6.2% | -14.6% | +8.5% | -5.8% |
| 30D | -1.5% | -11.6% | +10.1% | -1.2% |
| 3M | +23.0% | -26.2% | +49.2% | +23.8% |
| 6M | +27.6% | -49.2% | +76.8% | +29.5% |
| YTD | +32.3% | -58.9% | +91.2% | +34.6% |
| 1Y | +20.1% | -60.8% | +80.9% | +22.2% |
| 3Y | +0.6% | +51.0% | -50.4% | -1.2% |
| 5Y | -42.3% | -77.7% | +35.4% | -45.0% |
| All | -50.3% | -77.8% | +27.5% | -52.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling