-32.5%
AAL vs BLDR
+16.0%
-48.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.2% | +0.7% |
| 7D | -0.3% | -0.3% | 0.0% | -0.2% |
| 30D | -19.0% | -16.2% | -2.8% | -12.1% |
| 3M | -5.1% | -14.4% | +9.3% | +1.4% |
| 6M | +15.5% | -32.8% | +48.3% | +37.3% |
| YTD | -15.8% | -39.2% | +23.4% | +4.2% |
| 1Y | -0.3% | -57.7% | +57.4% | +45.7% |
| 3Y | -7.7% | -55.3% | +47.6% | +20.0% |
| 5Y | -32.5% | +15.6% | -48.1% | -50.7% |
| All | -32.5% | +16.0% | -48.5% | -50.7% |
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 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