+84.3%
MKSI vs BLDR
+10.9%
+73.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.3% | +0.9% |
| 7D | +2.7% | -8.2% | +10.9% | +7.1% |
| 30D | -12.8% | -16.6% | +3.8% | -5.0% |
| 3M | -22.5% | -23.2% | +0.6% | -13.0% |
| 6M | +19.4% | -33.7% | +53.1% | +43.5% |
| YTD | +67.7% | -41.3% | +109.0% | +111.1% |
| 1Y | +131.4% | -58.8% | +190.2% | +251.5% |
| 3Y | +197.3% | -57.5% | +254.8% | +314.9% |
| All | +84.3% | +10.9% | +73.4% | +47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling