+680.7%
RRX vs BLDR
+389.5%
+291.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +1.6% |
| 7D | +4.3% | -0.3% | +4.6% | +4.3% |
| 30D | -8.0% | -16.2% | +8.2% | -4.5% |
| 3M | -22.0% | -14.4% | -7.6% | -19.8% |
| 6M | -11.9% | -32.8% | +20.9% | -4.3% |
| YTD | +17.1% | -39.2% | +56.3% | +29.6% |
| 1Y | +14.9% | -57.7% | +72.6% | +37.5% |
| 3Y | +6.9% | -55.3% | +62.1% | +25.4% |
| 5Y | +19.6% | +15.6% | +3.9% | +13.8% |
| 10Y | +215.9% | +359.8% | -143.9% | +118.7% |
| All | +680.7% | +389.5% | +291.2% | +265.7% |
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