-24.4%
KVUE vs BLDR
-46.0%
+21.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.2% | +0.5% |
| 7D | -6.1% | -8.1% | +2.0% | -5.5% |
| 30D | -5.6% | -21.5% | +15.9% | -4.0% |
| 3M | -0.3% | -21.0% | +20.6% | +1.1% |
| 6M | +1.4% | -37.1% | +38.4% | +4.0% |
| YTD | +6.7% | -42.7% | +49.4% | +9.8% |
| 1Y | +1.0% | -58.0% | +58.9% | +5.0% |
| 3Y | -5.4% | -57.8% | +52.5% | -5.1% |
| All | -24.4% | -46.0% | +21.5% | -24.0% |
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