+154.0%
KMI vs BBAI
-71.4%
+225.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -2.1% | -5.4% | +3.3% | -2.0% |
| 30D | -1.7% | -15.3% | +13.6% | -1.5% |
| 3M | -1.9% | -29.9% | +28.0% | -1.6% |
| 6M | -4.3% | -30.7% | +26.4% | -4.1% |
| YTD | +15.8% | -47.8% | +63.6% | +16.3% |
| 1Y | +17.6% | -40.4% | +58.0% | +17.7% |
| 3Y | +113.1% | +66.9% | +46.3% | +109.7% |
| 5Y | +154.0% | -71.4% | +225.4% | +151.6% |
| All | +154.0% | -71.4% | +225.4% | +151.6% |
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