-21.0%
KHC vs BBAI
-76.8%
+55.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.6% | -0.7% |
| 7D | -1.1% | -8.3% | +7.2% | -1.2% |
| 30D | +8.8% | -2.9% | +11.8% | +8.9% |
| 3M | -1.2% | -28.2% | +27.0% | -1.2% |
| 6M | +4.6% | -44.5% | +49.1% | +4.6% |
| YTD | +5.1% | -57.0% | +62.2% | +5.1% |
| 1Y | +6.2% | -59.4% | +65.6% | +6.2% |
| 3Y | -12.9% | +48.7% | -61.6% | -12.8% |
| 5Y | -16.8% | -76.8% | +60.0% | -15.3% |
| All | -21.0% | -76.8% | +55.8% | -19.5% |
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 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