+206.0%
RRX vs BLDR
+372.1%
-166.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.9% | +2.0% | -0.4% |
| 7D | -3.7% | -8.1% | +4.4% | -0.6% |
| 30D | -9.3% | -21.5% | +12.2% | -0.6% |
| 3M | -21.8% | -21.0% | -0.8% | -15.4% |
| 6M | -22.0% | -37.1% | +15.0% | -7.9% |
| YTD | +11.9% | -42.7% | +54.6% | +36.1% |
| 1Y | +11.6% | -58.0% | +69.6% | +52.6% |
| 3Y | +2.2% | -57.8% | +60.0% | +35.9% |
| 5Y | +14.9% | +10.3% | +4.6% | +3.4% |
| All | +206.0% | +372.1% | -166.1% | +47.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling