+52.0%
KR vs BBAI
-70.8%
+122.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.7% |
| 7D | -0.2% | -1.7% | +1.5% | -0.2% |
| 30D | +5.1% | -12.0% | +17.0% | +5.0% |
| 3M | -8.2% | -30.7% | +22.5% | -8.3% |
| 6M | -18.0% | -30.7% | +12.7% | -18.1% |
| YTD | -4.8% | -46.9% | +42.1% | -5.0% |
| 1Y | -11.0% | -41.1% | +30.0% | -11.1% |
| 3Y | +37.7% | +65.9% | -28.2% | +37.9% |
| All | +52.0% | -70.8% | +122.8% | +45.2% |
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 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