+18.5%
KEY vs BLDR
-58.1%
+76.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -0.9% |
| 7D | +2.7% | -0.3% | +3.1% | +2.8% |
| 30D | -3.2% | -16.2% | +13.0% | -0.4% |
| 3M | +1.0% | -14.4% | +15.4% | +2.9% |
| 6M | +11.9% | -32.8% | +44.7% | +18.7% |
| YTD | +8.7% | -39.2% | +47.9% | +16.9% |
| 1Y | +18.5% | -57.7% | +76.2% | +31.7% |
| All | +18.5% | -58.1% | +76.6% | +31.7% |
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