+150.4%
KMI vs BBAI
-71.3%
+221.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.3% |
| 7D | -1.7% | -1.7% | 0.0% | -1.7% |
| 30D | -2.7% | -12.0% | +9.2% | -2.6% |
| 3M | -0.7% | -30.7% | +30.0% | -0.3% |
| 6M | -5.0% | -30.7% | +25.7% | -4.7% |
| YTD | +15.5% | -46.9% | +62.3% | +16.0% |
| 1Y | +16.4% | -41.1% | +57.5% | +16.6% |
| 3Y | +114.2% | +65.9% | +48.3% | +110.7% |
| 5Y | +153.3% | -70.9% | +224.1% | +151.4% |
| All | +150.4% | -71.3% | +221.7% | +147.5% |
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