+31.0%
AAPL vs BLDR
-42.6%
+73.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.3% |
| 7D | +4.1% | -3.0% | +7.1% | +4.4% |
| 30D | +4.0% | +20.1% | -16.2% | +2.9% |
| 3M | +16.8% | -17.5% | +34.3% | +18.2% |
| 6M | +19.4% | -16.1% | +35.5% | +19.7% |
| YTD | +31.5% | -41.0% | +72.5% | +37.6% |
| 1Y | +31.0% | -41.6% | +72.6% | +37.1% |
| All | +31.0% | -42.6% | +73.5% | +37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling