-50.9%
SWKS vs BBAI
-77.8%
+26.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -13.3% | +11.2% | -1.7% |
| 7D | -9.2% | -16.9% | +7.7% | -8.8% |
| 30D | -1.9% | -14.0% | +12.0% | -1.6% |
| 3M | +21.2% | -26.7% | +48.0% | +22.1% |
| 6M | +12.9% | -46.4% | +59.3% | +14.4% |
| YTD | +30.7% | -58.9% | +89.6% | +33.0% |
| 1Y | +14.1% | -63.8% | +77.9% | +16.3% |
| 3Y | -1.7% | +54.2% | -55.9% | -3.5% |
| 5Y | -43.0% | -77.7% | +34.7% | -45.7% |
| All | -50.9% | -77.8% | +26.9% | -53.3% |
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