-13.5%
KHC vs BBAI
-70.3%
+56.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -2.2% | -1.0% | -1.2% | -2.2% |
| 30D | -0.1% | -10.7% | +10.6% | -0.1% |
| 3M | +8.3% | -32.3% | +40.6% | +8.3% |
| 6M | +5.0% | -31.3% | +36.3% | +4.9% |
| YTD | +8.0% | -45.9% | +53.9% | +8.0% |
| 1Y | -1.1% | -40.0% | +38.9% | -1.1% |
| 3Y | -10.7% | +72.8% | -83.5% | -10.6% |
| 5Y | -13.5% | -70.4% | +56.8% | -11.9% |
| All | -13.5% | -70.3% | +56.8% | -11.9% |
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