+281.4%
KMB vs BLDR
+387.6%
-106.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.7% |
| 7D | +0.1% | -10.3% | +10.4% | +0.8% |
| 30D | +10.2% | +19.6% | -9.3% | +8.8% |
| 3M | +1.5% | -17.0% | +18.5% | +2.6% |
| 6M | +16.6% | -16.7% | +33.4% | +17.6% |
| YTD | +12.1% | -39.4% | +51.5% | +15.0% |
| 1Y | +11.1% | -41.7% | +52.8% | +14.2% |
| 3Y | +1.9% | -49.9% | +51.8% | +4.5% |
| 5Y | -1.3% | -7.6% | +6.3% | -3.9% |
| 10Y | +37.8% | +502.3% | -464.5% | +15.2% |
| All | +281.4% | +387.6% | -106.3% | +169.9% |
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 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