+19.1%
AA vs BLDR
+16.0%
+3.1%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.9% | +8.4% | +5.3% |
| 7D | +1.7% | -0.3% | +2.0% | +1.6% |
| 30D | +3.3% | -16.2% | +19.5% | +9.7% |
| 3M | -29.4% | -14.4% | -15.0% | -26.5% |
| 6M | -12.8% | -32.8% | +20.0% | -1.8% |
| YTD | -2.1% | -39.2% | +37.0% | +13.6% |
| 1Y | +62.8% | -57.7% | +120.4% | +118.2% |
| 3Y | +90.5% | -55.3% | +145.7% | +131.9% |
| 5Y | +19.1% | +15.6% | +3.5% | -19.1% |
| All | +19.1% | +16.0% | +3.1% | -19.1% |
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