-15.9%
ROP vs BLDR
+13.4%
-29.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.1% |
| 7D | -6.1% | -2.7% | -3.4% | -5.8% |
| 30D | -3.4% | -14.7% | +11.4% | -1.3% |
| 3M | +16.7% | -20.8% | +37.5% | +19.8% |
| 6M | +8.1% | -35.3% | +43.4% | +14.0% |
| YTD | -11.7% | -40.3% | +28.7% | -6.1% |
| 1Y | -24.2% | -56.3% | +32.1% | -15.4% |
| 3Y | -19.0% | -56.1% | +37.2% | -13.3% |
| 5Y | -15.9% | +12.9% | -28.8% | -31.9% |
| All | -15.9% | +13.4% | -29.2% | -31.9% |
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