+37.1%
KIM vs BBAI
-70.3%
+107.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.3% | -1.0% | +0.7% | -0.3% |
| 30D | -1.7% | -10.7% | +9.0% | -1.6% |
| 3M | -0.8% | -32.3% | +31.4% | -0.4% |
| 6M | +4.4% | -31.3% | +35.7% | +4.7% |
| YTD | +21.2% | -45.9% | +67.2% | +21.9% |
| 1Y | +10.5% | -40.0% | +50.6% | +10.7% |
| 3Y | +47.5% | +72.8% | -25.3% | +43.1% |
| 5Y | +37.1% | -70.4% | +107.4% | +22.8% |
| All | +37.1% | -70.3% | +107.4% | +22.8% |
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