+57.2%
KIM vs BBAI
-71.7%
+128.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.8% |
| 7D | -1.0% | -4.1% | +3.1% | -0.9% |
| 30D | -1.1% | -12.4% | +11.3% | -0.9% |
| 3M | -5.3% | -29.1% | +23.7% | -4.9% |
| 6M | +3.9% | -32.6% | +36.5% | +4.3% |
| YTD | +20.3% | -47.6% | +67.9% | +21.0% |
| 1Y | +10.4% | -41.0% | +51.5% | +10.7% |
| 3Y | +46.3% | +67.5% | -21.1% | +42.1% |
| 5Y | +37.6% | -71.3% | +108.8% | +25.4% |
| All | +57.2% | -71.7% | +128.9% | +43.2% |
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