+1,756.8%
MKSI vs BLDR
+361.3%
+1,395.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.9% | +1.6% | -1.4% |
| 7D | +4.9% | -8.1% | +13.0% | +7.0% |
| 30D | -11.0% | -21.5% | +10.5% | -6.0% |
| 3M | -17.1% | -21.0% | +3.9% | -12.8% |
| 6M | +16.4% | -37.1% | +53.5% | +28.9% |
| YTD | +64.3% | -42.7% | +107.0% | +84.9% |
| 1Y | +137.7% | -58.0% | +195.7% | +187.2% |
| 3Y | +189.1% | -57.8% | +246.9% | +247.0% |
| 5Y | +83.1% | +10.3% | +72.9% | +77.5% |
| 10Y | +509.4% | +367.3% | +142.1% | +323.5% |
| All | +1,756.8% | +361.3% | +1,395.5% | +856.0% |
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