+14.6%
AMCR vs BLDR
+383.3%
-368.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.4% | -4.0% | -2.1% |
| 7D | -6.3% | -8.2% | +2.0% | -4.4% |
| 30D | -7.8% | -16.6% | +8.8% | -4.0% |
| 3M | +7.5% | -23.2% | +30.7% | +13.7% |
| 6M | +2.7% | -33.7% | +36.4% | +12.0% |
| YTD | +6.0% | -41.3% | +47.4% | +18.3% |
| 1Y | +7.8% | -58.8% | +66.6% | +29.4% |
| 3Y | +5.8% | -57.5% | +63.2% | +21.2% |
| 5Y | -11.6% | +12.9% | -24.5% | -22.6% |
| All | +14.6% | +383.3% | -368.7% | -28.3% |
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