+159.4%
KMI vs BBAI
-70.8%
+230.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -0.4% | -1.0% | +0.6% | -0.4% |
| 30D | +3.7% | -10.7% | +14.4% | +3.8% |
| 3M | +3.2% | -32.3% | +35.4% | +3.5% |
| 6M | -3.0% | -31.3% | +28.3% | -2.7% |
| YTD | +19.7% | -45.9% | +65.6% | +20.2% |
| 1Y | +25.6% | -40.0% | +65.7% | +25.8% |
| 3Y | +120.2% | +72.8% | +47.4% | +116.6% |
| 5Y | +160.5% | -70.4% | +230.8% | +158.6% |
| All | +159.4% | -70.8% | +230.2% | +156.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling