-0.6%
KMB vs BLDR
-8.6%
+8.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.5% | +2.7% | -1.4% |
| 7D | +0.5% | -3.7% | +4.1% | +0.8% |
| 30D | +12.4% | +16.8% | -4.4% | +10.7% |
| 3M | +1.0% | -13.7% | +14.7% | +1.9% |
| 6M | +12.1% | -21.9% | +34.0% | +13.8% |
| YTD | +11.6% | -39.2% | +50.8% | +14.8% |
| 1Y | +13.1% | -42.6% | +55.8% | +16.7% |
| 3Y | +1.6% | -50.2% | +51.8% | +3.9% |
| All | -0.6% | -8.6% | +8.1% | -7.7% |
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 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