+267.7%
KMB vs BLDR
+414.6%
-146.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -1.8% |
| 7D | -3.0% | -2.8% | -0.2% | -2.9% |
| 30D | -5.5% | -13.3% | +7.8% | -4.6% |
| 3M | +14.0% | -12.3% | +26.2% | +14.7% |
| 6M | +4.1% | -31.5% | +35.5% | +6.3% |
| YTD | +8.0% | -36.1% | +44.1% | +10.7% |
| 1Y | -13.7% | -54.1% | +40.3% | -9.9% |
| 3Y | -5.9% | -55.8% | +49.8% | -2.8% |
| 5Y | -8.6% | +20.7% | -29.4% | -12.5% |
| 10Y | +17.3% | +390.2% | -373.0% | -0.7% |
| All | +267.7% | +414.6% | -146.9% | +159.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling