+25.9%
KRE vs BBAI
-80.9%
+106.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.7% | +8.0% | +0.5% |
| 7D | +0.7% | -14.0% | +14.7% | +1.1% |
| 30D | +6.1% | -12.4% | +18.5% | +6.4% |
| 3M | -5.9% | -42.8% | +36.9% | -4.9% |
| 6M | +9.6% | -54.6% | +64.2% | +11.2% |
| YTD | +14.2% | -64.6% | +78.8% | +16.2% |
| 1Y | +22.5% | -69.9% | +92.4% | +24.9% |
| 3Y | +90.4% | +7.3% | +83.1% | +85.4% |
| 5Y | +11.9% | -80.8% | +92.7% | +6.5% |
| All | +25.9% | -80.9% | +106.8% | +21.6% |
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