-17.3%
AA vs BLDR
+387.6%
-405.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +2.9% |
| 7D | +1.1% | -10.3% | +11.4% | +4.1% |
| 30D | -1.3% | +19.6% | -20.8% | -6.6% |
| 3M | -23.9% | -17.0% | -6.9% | -20.9% |
| 6M | -36.8% | -16.7% | -20.1% | -35.0% |
| YTD | -22.2% | -39.4% | +17.2% | -13.9% |
| 1Y | +10.4% | -41.7% | +52.0% | +23.1% |
| 3Y | +72.0% | -49.9% | +121.9% | +94.5% |
| 5Y | -15.6% | -7.6% | -8.0% | -20.7% |
| 10Y | +47.8% | +502.3% | -454.5% | -14.9% |
| All | -17.3% | +387.6% | -405.0% | -71.1% |
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 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