+73.0%
KR vs BBAI
-71.7%
+144.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -1.3% |
| 7D | -3.1% | -4.1% | +1.0% | -3.1% |
| 30D | +0.6% | -12.4% | +13.0% | +0.5% |
| 3M | -9.8% | -29.1% | +19.3% | -9.9% |
| 6M | -22.1% | -32.6% | +10.5% | -22.2% |
| YTD | -8.1% | -47.6% | +39.5% | -8.3% |
| 1Y | -14.7% | -41.0% | +26.4% | -14.8% |
| 3Y | +28.6% | +67.5% | -38.9% | +28.8% |
| 5Y | +36.4% | -71.3% | +107.6% | +33.3% |
| All | +73.0% | -71.7% | +144.7% | +68.2% |
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 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