+20.0%
AWK vs BLDR
-38.1%
+58.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.3% | -7.1% | +1.5% |
| 7D | +7.0% | +24.4% | -17.3% | +5.3% |
| 30D | +17.0% | +24.9% | -7.9% | +15.0% |
| 3M | +12.4% | -7.8% | +20.2% | +11.7% |
| 6M | +19.6% | -5.8% | +25.4% | +19.1% |
| YTD | +17.0% | -32.5% | +49.5% | +14.2% |
| 1Y | +20.0% | -36.7% | +56.7% | +18.1% |
| All | +20.0% | -38.1% | +58.1% | +18.1% |
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