-9.7%
RKT vs BLDR
+13.4%
-23.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -1.6% |
| 7D | -1.0% | -2.7% | +1.7% | +0.6% |
| 30D | -2.4% | -14.7% | +12.3% | +7.4% |
| 3M | +1.9% | -20.8% | +22.7% | +17.1% |
| 6M | -13.9% | -35.3% | +21.5% | +11.2% |
| YTD | -30.6% | -40.3% | +9.7% | -6.6% |
| 1Y | -34.4% | -56.3% | +21.9% | +5.2% |
| 3Y | +38.2% | -56.1% | +94.3% | +109.8% |
| 5Y | -9.7% | +12.9% | -22.6% | -25.1% |
| All | -9.7% | +13.4% | -23.0% | -25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling