-62.5%
KWEB vs BBAI
-71.8%
+9.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -4.3% | -5.4% | +1.1% | -4.2% |
| 30D | -13.0% | -15.3% | +2.3% | -12.7% |
| 3M | -7.6% | -29.9% | +22.3% | -7.0% |
| 6M | -21.1% | -30.7% | +9.6% | -20.7% |
| YTD | -28.2% | -47.8% | +19.6% | -27.6% |
| 1Y | -34.9% | -40.4% | +5.5% | -34.5% |
| 3Y | -0.8% | +66.9% | -67.6% | -2.5% |
| 5Y | -43.6% | -71.4% | +27.8% | -41.4% |
| All | -62.5% | -71.8% | +9.3% | -61.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling