-11.6%
AMCR vs BLDR
+10.9%
-22.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.9% |
| 3M | +7.5% | -23.2% | +30.7% | +13.7% |
| 6M | +2.7% | -33.7% | +36.4% | +11.8% |
| YTD | +6.0% | -41.3% | +47.4% | +18.0% |
| 1Y | +7.8% | -58.8% | +66.6% | +28.4% |
| 3Y | +5.8% | -57.5% | +63.2% | +20.1% |
| All | -11.6% | +10.9% | -22.5% | -23.8% |
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