+454.5%
KGC vs BBAI
-70.3%
+524.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +2.4% | -1.0% | +3.5% | +2.5% |
| 30D | +9.2% | -10.7% | +19.9% | +9.5% |
| 3M | +16.7% | -32.3% | +49.0% | +17.9% |
| 6M | -7.0% | -31.3% | +24.3% | -6.2% |
| YTD | +7.5% | -45.9% | +53.4% | +8.9% |
| 1Y | +34.4% | -40.0% | +74.4% | +35.7% |
| 3Y | +552.0% | +72.8% | +479.2% | +537.4% |
| 5Y | +454.5% | -70.4% | +524.9% | +511.9% |
| All | +454.5% | -70.3% | +524.8% | +511.9% |
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 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