+41.8%
KEY vs BBAI
-70.8%
+112.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.3% |
| 7D | +2.2% | -4.3% | +6.5% | +2.3% |
| 30D | -3.0% | -3.6% | +0.6% | -3.0% |
| 3M | +3.3% | -38.8% | +42.1% | +4.4% |
| 6M | +9.2% | -23.8% | +33.0% | +9.6% |
| YTD | +10.6% | -45.9% | +56.6% | +11.8% |
| 1Y | +20.4% | -40.8% | +61.2% | +21.0% |
| 3Y | +121.8% | +69.8% | +52.1% | +113.5% |
| 5Y | +41.1% | -70.3% | +111.5% | +31.5% |
| All | +41.8% | -70.8% | +112.6% | +33.6% |
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