-42.1%
KWEB vs BBAI
-70.8%
+28.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.6% |
| 7D | -5.6% | -1.7% | -3.9% | -5.5% |
| 30D | -10.7% | -12.0% | +1.3% | -10.5% |
| 3M | -7.4% | -30.7% | +23.3% | -6.9% |
| 6M | -19.3% | -30.7% | +11.4% | -18.9% |
| YTD | -27.8% | -46.9% | +19.1% | -27.1% |
| 1Y | -35.9% | -41.1% | +5.1% | -35.6% |
| 3Y | -1.9% | +65.9% | -67.8% | -3.6% |
| All | -42.1% | -70.8% | +28.7% | -40.4% |
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 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