+1,278.0%
AAPL vs BLDR
+383.3%
+894.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | +1.2% |
| 7D | +3.8% | -8.2% | +12.1% | +5.8% |
| 30D | +9.9% | -16.6% | +26.6% | +14.1% |
| 3M | +12.5% | -23.2% | +35.7% | +17.9% |
| 6M | +27.6% | -33.7% | +61.4% | +37.3% |
| YTD | +22.6% | -41.3% | +63.9% | +34.8% |
| 1Y | +45.0% | -58.8% | +103.8% | +72.3% |
| 3Y | +87.8% | -57.5% | +145.2% | +111.5% |
| 5Y | +128.7% | +12.9% | +115.8% | +95.7% |
| All | +1,278.0% | +383.3% | +894.6% | +754.3% |
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 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