+9.6%
AEP vs BLDR
-42.6%
+52.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.2% |
| 7D | +2.9% | -3.0% | +5.8% | +3.0% |
| 30D | +3.2% | +20.1% | -16.9% | +2.5% |
| 3M | +3.8% | -17.5% | +21.3% | +4.3% |
| 6M | +2.5% | -16.1% | +18.6% | +3.1% |
| YTD | +15.5% | -41.0% | +56.5% | +15.3% |
| 1Y | +9.6% | -41.6% | +51.2% | +9.4% |
| All | +9.6% | -42.6% | +52.2% | +9.4% |
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