+1,367.3%
AAPL vs BLDR
+479.0%
+888.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | +4.1% | -3.0% | +7.1% | +4.8% |
| 30D | +4.0% | +20.1% | -16.2% | -0.7% |
| 3M | +16.8% | -17.5% | +34.3% | +20.9% |
| 6M | +19.4% | -16.1% | +35.5% | +21.6% |
| YTD | +31.5% | -41.0% | +72.5% | +43.8% |
| 1Y | +31.0% | -41.6% | +72.6% | +43.2% |
| 3Y | +95.3% | -50.8% | +146.1% | +112.0% |
| 5Y | +143.4% | -10.8% | +154.1% | +117.9% |
| All | +1,367.3% | +479.0% | +888.3% | +751.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling