-2.7%
AWK vs BLDR
-7.0%
+4.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.5% | -0.4% |
| 7D | 0.0% | -10.3% | +10.3% | +1.2% |
| 30D | +15.5% | +19.6% | -4.0% | +13.0% |
| 3M | +10.0% | -17.0% | +27.0% | +11.8% |
| 6M | +20.4% | -16.7% | +37.2% | +21.8% |
| YTD | +17.1% | -39.4% | +56.5% | +21.8% |
| 1Y | +18.3% | -41.7% | +59.9% | +23.5% |
| 3Y | +30.4% | -49.9% | +80.2% | +33.1% |
| 5Y | -2.7% | -7.6% | +4.9% | -16.5% |
| All | -2.7% | -7.0% | +4.3% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling