-24.5%
KVUE vs BBAI
+9.1%
-33.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.8% | -0.1% |
| 7D | -5.1% | -1.7% | -3.4% | -5.1% |
| 30D | -6.3% | -12.0% | +5.6% | -6.4% |
| 3M | -0.5% | -30.7% | +30.2% | -0.6% |
| 6M | +3.1% | -30.7% | +33.8% | +3.0% |
| YTD | +6.7% | -46.9% | +53.5% | +6.5% |
| 1Y | -1.1% | -41.1% | +39.9% | -1.2% |
| 3Y | -8.7% | +65.9% | -74.6% | -9.3% |
| All | -24.5% | +9.1% | -33.6% | -25.7% |
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