+1,278.3%
KDP vs BLDR
+996.8%
+281.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.3% |
| 7D | +2.2% | -3.7% | +5.9% | +2.5% |
| 30D | +19.9% | +16.8% | +3.2% | +18.4% |
| 3M | +21.5% | -13.7% | +35.2% | +22.7% |
| 6M | +30.1% | -21.9% | +52.0% | +32.0% |
| YTD | +34.9% | -39.2% | +74.2% | +39.2% |
| 1Y | +43.4% | -42.6% | +86.0% | +48.4% |
| 3Y | +29.1% | -50.2% | +79.3% | +33.0% |
| 5Y | +15.0% | -7.0% | +22.0% | +11.2% |
| 10Y | +234.1% | +584.2% | -350.2% | +171.0% |
| All | +1,278.3% | +996.8% | +281.6% | +917.1% |
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 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