+389.2%
BLDR vs RBA
+951.8%
-562.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.3% |
| 7D | -2.8% | -2.9% | +0.1% | -1.1% |
| 30D | -13.3% | -12.3% | -1.0% | -6.8% |
| 3M | -12.3% | -20.5% | +8.3% | -0.9% |
| 6M | -31.5% | -18.5% | -12.9% | -23.8% |
| YTD | -36.1% | -18.2% | -17.8% | -29.4% |
| 1Y | -54.1% | -27.5% | -26.6% | -45.8% |
| 3Y | -55.8% | +38.1% | -93.8% | -65.1% |
| 5Y | +20.7% | +44.8% | -24.1% | -12.4% |
| 10Y | +390.2% | +187.1% | +203.1% | +124.8% |
| All | +389.2% | +951.8% | -562.6% | +38.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling