+805.0%
APD vs BLDR
+414.6%
+390.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.4% |
| 7D | -2.2% | -2.8% | +0.6% | -1.8% |
| 30D | +2.1% | -13.3% | +15.4% | +4.1% |
| 3M | +7.2% | -12.3% | +19.4% | +8.5% |
| 6M | +11.2% | -31.5% | +42.7% | +16.3% |
| YTD | +24.4% | -36.1% | +60.4% | +31.0% |
| 1Y | +6.7% | -54.1% | +60.7% | +17.9% |
| 3Y | +9.2% | -55.8% | +65.0% | +18.2% |
| 5Y | +27.4% | +20.7% | +6.6% | +15.6% |
| 10Y | +164.8% | +390.2% | -225.4% | +82.4% |
| All | +805.0% | +414.6% | +390.4% | +324.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling