+38.7%
KNX vs BBAI
-70.8%
+109.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.6% |
| 7D | -5.6% | -1.7% | -3.9% | -5.6% |
| 30D | -4.4% | -12.0% | +7.6% | -4.3% |
| 3M | -17.3% | -30.7% | +13.4% | -17.1% |
| 6M | +22.6% | -30.7% | +53.3% | +22.9% |
| YTD | +31.1% | -46.9% | +78.0% | +31.6% |
| 1Y | +60.2% | -41.1% | +101.3% | +60.5% |
| 3Y | +35.8% | +65.9% | -30.1% | +34.9% |
| All | +38.7% | -70.8% | +109.5% | +38.9% |
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