+148.6%
KRE vs BLDR
+280.9%
-132.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | +0.7% | -3.0% | +3.7% | +1.4% |
| 30D | +6.1% | +20.1% | -14.0% | +1.0% |
| 3M | -5.9% | -17.5% | +11.6% | -2.3% |
| 6M | +9.6% | -16.1% | +25.7% | +12.2% |
| YTD | +14.2% | -41.0% | +55.2% | +26.0% |
| 1Y | +22.5% | -41.6% | +64.1% | +35.3% |
| 3Y | +90.4% | -50.8% | +141.2% | +113.5% |
| 5Y | +11.9% | -10.8% | +22.6% | +5.5% |
| 10Y | +88.8% | +486.3% | -397.5% | +9.2% |
| All | +148.6% | +280.9% | -132.3% | -6.7% |
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