-6.4%
CARR vs BLDR
-57.4%
+51.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -0.9% | +0.6% |
| 7D | -3.8% | -8.2% | +4.5% | -0.7% |
| 30D | -8.9% | -16.6% | +7.7% | -2.7% |
| 3M | -17.3% | -23.2% | +5.9% | -9.5% |
| 6M | -1.4% | -33.7% | +32.3% | +13.0% |
| YTD | +10.0% | -41.3% | +51.3% | +31.1% |
| 1Y | -6.4% | -58.8% | +52.5% | +20.1% |
| All | -6.4% | -57.4% | +51.1% | +20.1% |
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