-22.2%
RKT vs BLDR
+148.5%
-170.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -2.4% |
| 7D | +2.1% | -2.8% | +5.0% | +3.6% |
| 30D | +1.4% | -13.3% | +14.7% | +9.3% |
| 3M | +6.3% | -12.3% | +18.5% | +13.9% |
| 6M | -15.5% | -31.5% | +16.0% | +2.4% |
| YTD | -27.4% | -36.1% | +8.7% | -9.3% |
| 1Y | -26.6% | -54.1% | +27.5% | +7.1% |
| 3Y | +41.2% | -55.8% | +97.0% | +103.6% |
| 5Y | -6.4% | +20.7% | -27.2% | -6.8% |
| All | -22.2% | +148.5% | -170.8% | -28.8% |
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