+169.3%
KEY vs BLDR
+357.1%
-187.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.5% |
| 7D | -0.3% | -2.7% | +2.4% | +0.7% |
| 30D | -3.3% | -14.7% | +11.4% | +2.3% |
| 3M | -0.7% | -20.8% | +20.1% | +6.6% |
| 6M | +12.5% | -35.3% | +47.9% | +29.3% |
| YTD | +8.4% | -40.3% | +48.7% | +27.1% |
| 1Y | +18.4% | -56.3% | +74.7% | +56.1% |
| 3Y | +123.3% | -56.1% | +179.4% | +175.6% |
| 5Y | +38.8% | +12.9% | +25.9% | +7.0% |
| 10Y | +169.3% | +386.5% | -217.1% | +4.1% |
| All | +169.3% | +357.1% | -187.8% | +4.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling