+433.3%
KLAC vs BLDR
+10.9%
+422.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.4% | +1.0% |
| 7D | -2.7% | -8.2% | +5.6% | +0.6% |
| 30D | -13.2% | -16.6% | +3.5% | -7.0% |
| 3M | -25.0% | -23.2% | -1.8% | -17.5% |
| 6M | +23.6% | -33.7% | +57.3% | +43.4% |
| YTD | +49.2% | -41.3% | +90.5% | +79.7% |
| 1Y | +89.3% | -58.8% | +148.1% | +160.2% |
| 3Y | +274.4% | -57.5% | +331.8% | +368.9% |
| All | +433.3% | +10.9% | +422.4% | +283.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling