+1,314.5%
KDP vs BLDR
+1,003.6%
+310.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.6% | +6.4% | +2.1% |
| 7D | +8.2% | -1.1% | +9.3% | +8.3% |
| 30D | +18.4% | +19.1% | -0.7% | +16.6% |
| 3M | +29.2% | -12.6% | +41.8% | +30.3% |
| 6M | +32.3% | -18.7% | +51.0% | +33.8% |
| YTD | +38.5% | -38.8% | +77.3% | +42.7% |
| 1Y | +48.5% | -41.2% | +89.7% | +53.4% |
| 3Y | +32.5% | -49.4% | +81.8% | +36.2% |
| 5Y | +19.7% | -6.0% | +25.6% | +15.7% |
| 10Y | +256.4% | +523.1% | -266.7% | +190.8% |
| All | +1,314.5% | +1,003.6% | +310.9% | +943.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling