+107.0%
KKR vs BBAI
-71.3%
+178.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.1% |
| 7D | -6.2% | -1.7% | -4.5% | -6.1% |
| 30D | -8.9% | -12.0% | +3.1% | -8.5% |
| 3M | +6.3% | -30.7% | +36.9% | +7.4% |
| 6M | +16.5% | -30.7% | +47.1% | +17.5% |
| YTD | -20.3% | -46.9% | +26.6% | -19.0% |
| 1Y | -29.8% | -41.1% | +11.3% | -29.1% |
| 3Y | +63.2% | +65.9% | -2.7% | +57.6% |
| 5Y | +68.0% | -70.9% | +138.8% | +64.0% |
| All | +107.0% | -71.3% | +178.3% | +105.4% |
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