-33.5%
MKC vs BBAI
-71.3%
+37.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.8% |
| 7D | -4.3% | -4.1% | -0.2% | -4.3% |
| 30D | -3.1% | -12.4% | +9.3% | -3.2% |
| 3M | +6.8% | -29.1% | +35.9% | +6.6% |
| 6M | -18.3% | -32.6% | +14.3% | -18.5% |
| YTD | -23.1% | -47.6% | +24.5% | -23.2% |
| 1Y | -23.7% | -41.0% | +17.4% | -23.8% |
| 3Y | -31.0% | +67.5% | -98.5% | -30.0% |
| 5Y | -33.5% | -71.3% | +37.7% | -33.3% |
| All | -33.5% | -71.3% | +37.7% | -33.3% |
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