-7.7%
AAL vs BLDR
-54.9%
+47.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.2% | +0.5% |
| 7D | -0.3% | -0.3% | 0.0% | -0.2% |
| 30D | -19.0% | -16.2% | -2.8% | -12.6% |
| 3M | -5.1% | -14.4% | +9.3% | +1.0% |
| 6M | +15.5% | -32.8% | +48.3% | +35.3% |
| YTD | -15.8% | -39.2% | +23.4% | +2.3% |
| 1Y | -0.3% | -57.7% | +57.4% | +40.5% |
| 3Y | -7.7% | -55.3% | +47.6% | +15.3% |
| All | -7.7% | -54.9% | +47.2% | +15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling