+778.0%
KR vs BLDR
+372.2%
+405.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.3% | +2.6% |
| 7D | -0.2% | -8.2% | +8.1% | +0.4% |
| 30D | +5.1% | -16.6% | +21.7% | +6.2% |
| 3M | -8.2% | -23.2% | +15.0% | -6.9% |
| 6M | -18.0% | -33.7% | +15.7% | -16.3% |
| YTD | -4.8% | -41.3% | +36.6% | -2.2% |
| 1Y | -11.0% | -58.8% | +47.8% | -6.7% |
| 3Y | +37.7% | -57.5% | +95.1% | +41.9% |
| 5Y | +52.8% | +12.9% | +39.9% | +45.8% |
| 10Y | +128.8% | +378.4% | -249.6% | +92.1% |
| All | +778.0% | +372.2% | +405.8% | +563.3% |
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 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