+696.7%
KKR vs BLDR
+383.3%
+313.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.7% |
| 7D | -6.2% | -8.2% | +2.1% | -3.0% |
| 30D | -8.9% | -16.6% | +7.8% | -2.3% |
| 3M | +6.3% | -23.2% | +29.4% | +16.1% |
| 6M | +16.5% | -33.7% | +50.2% | +33.2% |
| YTD | -20.3% | -41.3% | +21.1% | -5.1% |
| 1Y | -29.8% | -58.8% | +29.0% | -4.4% |
| 3Y | +63.2% | -57.5% | +120.6% | +106.8% |
| 5Y | +68.0% | +12.9% | +55.1% | +39.5% |
| All | +696.7% | +383.3% | +313.4% | +232.9% |
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