+70.9%
KIM vs BBAI
-77.0%
+147.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | -0.2% |
| 7D | -1.0% | -10.2% | +9.2% | -0.9% |
| 30D | +14.8% | 0.0% | +14.8% | +14.7% |
| 3M | +8.1% | -30.9% | +39.1% | +8.6% |
| 6M | +11.7% | -46.8% | +58.4% | +12.4% |
| YTD | +30.7% | -57.4% | +88.1% | +31.8% |
| 1Y | +29.7% | -62.0% | +91.8% | +30.9% |
| 3Y | +65.1% | +47.4% | +17.6% | +60.6% |
| 5Y | +34.7% | -77.0% | +111.6% | +22.2% |
| All | +70.9% | -77.0% | +147.9% | +56.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling