+33.1%
KRE vs BBAI
-71.4%
+104.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.5% |
| 7D | -1.4% | -5.4% | +4.0% | -1.3% |
| 30D | -3.9% | -15.3% | +11.4% | -3.6% |
| 3M | +3.6% | -29.9% | +33.5% | +4.3% |
| 6M | +15.4% | -30.7% | +46.1% | +16.0% |
| YTD | +15.2% | -47.8% | +63.0% | +16.4% |
| 1Y | +16.5% | -40.4% | +56.8% | +17.0% |
| 3Y | +85.2% | +66.9% | +18.3% | +78.7% |
| 5Y | +33.1% | -71.4% | +104.5% | +25.9% |
| All | +33.1% | -71.4% | +104.5% | +25.9% |
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