-20.5%
KHC vs BBAI
-71.8%
+51.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -2.5% | -5.4% | +2.9% | -2.5% |
| 30D | +0.5% | -15.3% | +15.8% | +0.5% |
| 3M | +3.0% | -29.9% | +32.9% | +3.0% |
| 6M | +6.6% | -30.7% | +37.3% | +6.6% |
| YTD | +5.8% | -47.8% | +53.6% | +5.7% |
| 1Y | -2.2% | -40.4% | +38.2% | -2.2% |
| 3Y | -12.5% | +66.9% | -79.4% | -12.5% |
| 5Y | -13.6% | -71.4% | +57.8% | -11.8% |
| All | -20.5% | -71.8% | +51.3% | -19.0% |
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