+52.0%
KR vs BLDR
+10.9%
+41.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.3% | +2.6% |
| 7D | -0.2% | -8.2% | +8.1% | +0.1% |
| 30D | +5.1% | -16.6% | +21.7% | +5.7% |
| 3M | -8.2% | -23.2% | +15.0% | -7.4% |
| 6M | -18.0% | -33.7% | +15.7% | -16.8% |
| YTD | -4.8% | -41.3% | +36.6% | -2.9% |
| 1Y | -11.0% | -58.8% | +47.8% | -7.8% |
| 3Y | +37.7% | -57.5% | +95.1% | +39.6% |
| All | +52.0% | +10.9% | +41.1% | +25.5% |
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