+166.1%
APA vs BLDR
+16.0%
+150.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.9% | +6.7% | +2.8% |
| 7D | -1.7% | -0.3% | -1.4% | -1.7% |
| 30D | +15.7% | -16.2% | +31.9% | +19.5% |
| 3M | +16.5% | -14.4% | +30.9% | +17.8% |
| 6M | +35.1% | -32.8% | +67.9% | +43.6% |
| YTD | +82.2% | -39.2% | +121.4% | +98.3% |
| 1Y | +102.5% | -57.7% | +160.2% | +144.7% |
| 3Y | +10.3% | -55.3% | +65.6% | +22.8% |
| 5Y | +166.1% | +15.6% | +150.5% | +55.6% |
| All | +166.1% | +16.0% | +150.1% | +55.6% |
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