+36.9%
KEY vs BBAI
-75.5%
+112.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.4% | -7.7% | +2.4% |
| 7D | -0.4% | -5.0% | +4.7% | -0.3% |
| 30D | +7.2% | +2.5% | +4.7% | +7.1% |
| 3M | -4.9% | -25.1% | +20.2% | -4.3% |
| 6M | +1.1% | -41.4% | +42.4% | +2.1% |
| YTD | +6.8% | -54.6% | +61.4% | +8.3% |
| 1Y | +23.3% | -56.9% | +80.2% | +24.9% |
| 3Y | +126.1% | +59.1% | +67.0% | +118.2% |
| 5Y | +15.2% | -75.4% | +90.6% | +7.0% |
| All | +36.9% | -75.5% | +112.4% | +29.4% |
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