+437.4%
KLAC vs BBAI
-71.3%
+508.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +1.9% |
| 7D | -2.7% | -1.7% | -1.0% | -2.6% |
| 30D | -13.2% | -12.0% | -1.2% | -12.8% |
| 3M | -25.0% | -30.7% | +5.7% | -24.2% |
| 6M | +23.6% | -30.7% | +54.3% | +24.8% |
| YTD | +49.2% | -46.9% | +96.1% | +51.6% |
| 1Y | +89.3% | -41.1% | +130.4% | +91.5% |
| 3Y | +274.4% | +65.9% | +208.5% | +267.2% |
| 5Y | +440.9% | -70.9% | +511.8% | +441.8% |
| All | +437.4% | -71.3% | +508.7% | +439.3% |
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