+1,082.0%
RIO vs BLDR
+414.6%
+667.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | -0.1% |
| 7D | 0.0% | -2.8% | +2.8% | +0.6% |
| 30D | +4.0% | -13.3% | +17.2% | +7.0% |
| 3M | +0.1% | -12.3% | +12.4% | +2.1% |
| 6M | +12.7% | -31.5% | +44.2% | +20.8% |
| YTD | +35.6% | -36.1% | +71.6% | +46.6% |
| 1Y | +73.7% | -54.1% | +127.8% | +101.1% |
| 3Y | +93.3% | -55.8% | +149.1% | +116.2% |
| 5Y | +92.4% | +20.7% | +71.7% | +64.5% |
| 10Y | +606.9% | +390.2% | +216.7% | +295.6% |
| All | +1,082.0% | +414.6% | +667.4% | +319.8% |
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