+32.7%
KO vs BBAI
-40.5%
+73.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -0.9% |
| 7D | -1.8% | -4.3% | +2.5% | -1.9% |
| 30D | +1.4% | -3.6% | +5.1% | +1.3% |
| 3M | +15.4% | -38.8% | +54.2% | +14.0% |
| 6M | +14.3% | -23.8% | +38.0% | +13.5% |
| YTD | +27.7% | -45.9% | +73.6% | +26.1% |
| 1Y | +32.7% | -40.8% | +73.5% | +29.2% |
| All | +32.7% | -40.5% | +73.2% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling