+81.3%
RKT vs BLDR
-50.7%
+132.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.6% |
| 7D | -9.0% | -3.0% | -6.0% | -7.2% |
| 30D | +30.2% | +20.1% | +10.1% | +14.7% |
| 3M | -8.8% | -17.5% | +8.7% | +2.0% |
| 6M | -0.9% | -16.1% | +15.2% | +9.8% |
| YTD | -29.2% | -41.0% | +11.8% | -3.9% |
| 1Y | -20.1% | -41.6% | +21.5% | +9.0% |
| 3Y | +81.3% | -50.8% | +132.1% | +107.2% |
| All | +81.3% | -50.7% | +132.0% | +107.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling