+21.1%
BLDR vs ALK
-25.3%
+46.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.5% | +1.0% | +1.7% |
| 7D | -2.8% | -0.7% | -2.2% | -2.5% |
| 30D | -13.3% | -19.2% | +6.0% | -3.7% |
| 3M | -12.3% | -1.5% | -10.7% | -11.5% |
| 6M | -31.5% | -13.1% | -18.4% | -27.5% |
| YTD | -36.1% | -16.4% | -19.6% | -31.7% |
| 1Y | -54.1% | -33.1% | -21.0% | -45.9% |
| 3Y | -55.8% | +0.6% | -56.4% | -61.0% |
| All | +21.1% | -25.3% | +46.4% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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