+5.0%
KDP vs BBAI
-71.7%
+76.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.6% | -1.5% |
| 7D | -1.6% | -4.1% | +2.5% | -1.6% |
| 30D | +9.5% | -12.4% | +21.9% | +9.4% |
| 3M | +2.6% | -29.1% | +31.7% | +2.5% |
| 6M | +15.6% | -32.6% | +48.2% | +15.5% |
| YTD | +17.3% | -47.6% | +64.9% | +17.1% |
| 1Y | +20.1% | -41.0% | +61.1% | +20.0% |
| 3Y | +4.9% | +67.5% | -62.5% | +6.0% |
| 5Y | +5.0% | -71.3% | +76.3% | +4.7% |
| All | +5.0% | -71.7% | +76.7% | +4.9% |
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