-36.9%
RKT vs BLDR
-58.4%
+21.6%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.9% | +2.2% | +0.9% |
| 7D | -7.2% | -8.1% | +0.9% | -2.0% |
| 30D | -7.9% | -21.5% | +13.6% | +8.1% |
| 3M | +5.2% | -21.0% | +26.2% | +22.5% |
| 6M | -14.9% | -37.1% | +22.1% | +12.6% |
| YTD | -31.9% | -42.7% | +10.8% | -5.5% |
| 1Y | -36.9% | -58.0% | +21.1% | -8.1% |
| All | -36.9% | -58.4% | +21.6% | -8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling