+420.7%
AME vs BLDR
+391.5%
+29.2%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.1% |
| 7D | +1.3% | -2.7% | +4.0% | +2.0% |
| 30D | -6.6% | -14.7% | +8.1% | -2.7% |
| 3M | +3.0% | -20.8% | +23.8% | +8.6% |
| 6M | +5.3% | -35.3% | +40.6% | +16.7% |
| YTD | +15.4% | -40.3% | +55.8% | +29.8% |
| 1Y | +26.8% | -56.3% | +83.1% | +54.7% |
| 3Y | +56.5% | -56.1% | +112.6% | +80.3% |
| 5Y | +85.2% | +12.9% | +72.3% | +51.2% |
| All | +420.7% | +391.5% | +29.2% | +148.2% |
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