-42.4%
ACI vs BLDR
+16.0%
-58.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.9% | +1.6% | -2.8% |
| 7D | -2.6% | -0.3% | -2.2% | -2.5% |
| 30D | +1.1% | -16.2% | +17.3% | +2.6% |
| 3M | -23.6% | -14.4% | -9.2% | -23.0% |
| 6M | -29.9% | -32.8% | +2.9% | -27.8% |
| YTD | -26.9% | -39.2% | +12.3% | -24.0% |
| 1Y | -34.2% | -57.7% | +23.4% | -29.3% |
| 3Y | -43.6% | -55.3% | +11.6% | -41.2% |
| 5Y | -42.4% | +15.6% | -58.0% | -55.0% |
| All | -42.4% | +16.0% | -58.4% | -55.0% |
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 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