+16.8%
KDP vs BBAI
-79.3%
+96.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -10.0% | +2.6% | -7.4% |
| 7D | -4.0% | -6.8% | +2.8% | -4.0% |
| 30D | +8.5% | -13.4% | +21.8% | +8.4% |
| 3M | +20.7% | -36.5% | +57.2% | +20.5% |
| 6M | +23.2% | -50.6% | +73.8% | +22.9% |
| YTD | +30.5% | -61.7% | +92.2% | +30.1% |
| 1Y | +35.9% | -71.1% | +107.0% | +35.4% |
| 3Y | +24.8% | +32.7% | -7.9% | +26.0% |
| 5Y | +13.4% | -79.2% | +92.6% | +13.3% |
| All | +16.8% | -79.3% | +96.1% | +16.5% |
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