+121.6%
KRE vs BLDR
+372.1%
-250.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +1.8% |
| 7D | -1.4% | -8.1% | +6.7% | +1.4% |
| 30D | -3.9% | -21.5% | +17.6% | +3.9% |
| 3M | +3.6% | -21.0% | +24.6% | +10.5% |
| 6M | +15.4% | -37.1% | +52.4% | +31.9% |
| YTD | +15.2% | -42.7% | +57.9% | +34.8% |
| 1Y | +16.5% | -58.0% | +74.4% | +51.3% |
| 3Y | +85.2% | -57.8% | +143.0% | +127.8% |
| 5Y | +33.1% | +10.3% | +22.8% | +7.9% |
| All | +121.6% | +372.1% | -250.5% | -7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling