+173.2%
BKR vs BLDR
+8.3%
+164.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.9% | -2.7% | -6.1% |
| 7D | -6.7% | -8.1% | +1.5% | -5.5% |
| 30D | -8.3% | -21.5% | +13.1% | -5.2% |
| 3M | -5.4% | -21.0% | +15.6% | -2.9% |
| 6M | +0.8% | -37.1% | +37.9% | +6.9% |
| YTD | +31.8% | -42.7% | +74.5% | +41.7% |
| 1Y | +28.6% | -58.0% | +86.5% | +45.4% |
| 3Y | +71.2% | -57.8% | +129.1% | +87.1% |
| All | +173.2% | +8.3% | +164.8% | +130.0% |
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