+80.8%
KEYS vs BBAI
-71.4%
+152.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.6% |
| 7D | +0.9% | -5.4% | +6.3% | +1.1% |
| 30D | -5.3% | -15.3% | +10.1% | -4.9% |
| 3M | +0.5% | -29.9% | +30.4% | +1.3% |
| 6M | +14.0% | -30.7% | +44.8% | +14.8% |
| YTD | +60.3% | -47.8% | +108.0% | +62.2% |
| 1Y | +91.3% | -40.4% | +131.7% | +92.7% |
| 3Y | +146.1% | +66.9% | +79.3% | +140.5% |
| 5Y | +80.8% | -71.4% | +152.1% | +73.5% |
| All | +80.8% | -71.4% | +152.2% | +73.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling