+155.8%
KRE vs BLDR
+313.0%
-157.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | -0.1% |
| 7D | +1.3% | -2.8% | +4.2% | +2.0% |
| 30D | -2.7% | -13.3% | +10.6% | +0.4% |
| 3M | +8.2% | -12.3% | +20.4% | +10.5% |
| 6M | +12.8% | -31.5% | +44.3% | +21.6% |
| YTD | +17.5% | -36.1% | +53.6% | +28.1% |
| 1Y | +16.6% | -54.1% | +70.7% | +37.1% |
| 3Y | +79.5% | -55.8% | +135.2% | +107.1% |
| 5Y | +32.4% | +20.7% | +11.7% | +16.9% |
| 10Y | +124.1% | +390.2% | -266.1% | +34.8% |
| All | +155.8% | +313.0% | -157.2% | -5.2% |
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 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