-55.3%
SWKS vs BBAI
-70.8%
+15.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +3.6% |
| 7D | +12.5% | -4.3% | +16.8% | +12.6% |
| 30D | +10.5% | -3.6% | +14.1% | +10.6% |
| 3M | -7.4% | -38.8% | +31.4% | -6.4% |
| 6M | +32.7% | -23.8% | +56.4% | +33.3% |
| YTD | +19.2% | -45.9% | +65.1% | +20.5% |
| 1Y | +2.4% | -40.8% | +43.2% | +3.1% |
| 3Y | -25.6% | +69.8% | -95.4% | -27.4% |
| 5Y | -53.4% | -70.3% | +16.9% | -55.8% |
| All | -55.3% | -70.8% | +15.5% | -57.7% |
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