+155.0%
ASX vs BLDR
-42.4%
+197.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.5% | +6.7% |
| 7D | +0.8% | -10.3% | +11.1% | +2.8% |
| 30D | -20.4% | +19.6% | -40.0% | -23.1% |
| 3M | -2.1% | -17.0% | +14.8% | +3.3% |
| 6M | +8.2% | -16.7% | +25.0% | +13.7% |
| YTD | +137.3% | -39.4% | +176.7% | +158.8% |
| 1Y | +155.0% | -41.7% | +196.7% | +179.9% |
| All | +155.0% | -42.4% | +197.4% | +179.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1y: compounded portfolio wealth divided by compounded BLDR 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…
1y analysis · Full analysis span regression · 6 months rolling