+120.2%
BKR vs BLDR
+383.3%
-263.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -2.9% | -1.2% |
| 7D | -7.0% | -8.2% | +1.2% | -4.8% |
| 30D | -8.1% | -16.6% | +8.5% | -3.8% |
| 3M | -6.6% | -23.2% | +16.5% | -1.3% |
| 6M | +0.9% | -33.7% | +34.6% | +10.0% |
| YTD | +31.1% | -41.3% | +72.4% | +47.1% |
| 1Y | +27.7% | -58.8% | +86.5% | +57.9% |
| 3Y | +71.2% | -57.5% | +128.7% | +96.6% |
| 5Y | +177.6% | +12.9% | +164.7% | +111.6% |
| All | +120.2% | +383.3% | -263.2% | +6.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling