+15.6%
BLDR vs RBA
+44.6%
-29.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.0% | -2.9% | -4.1% |
| 7D | -0.3% | -1.1% | +0.7% | +0.1% |
| 30D | -16.2% | -13.2% | -3.0% | -11.3% |
| 3M | -14.4% | -21.4% | +6.9% | -5.8% |
| 6M | -32.8% | -20.9% | -11.9% | -26.3% |
| YTD | -39.2% | -19.9% | -19.3% | -33.8% |
| 1Y | -57.7% | -28.7% | -29.0% | -51.8% |
| 3Y | -55.3% | +27.4% | -82.7% | -59.7% |
| 5Y | +15.6% | +41.7% | -26.1% | -2.8% |
| All | +15.6% | +44.6% | -29.0% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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