+815.8%
APD vs BLDR
+389.2%
+426.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.5% | +3.0% | -0.8% |
| 7D | -3.7% | -3.7% | 0.0% | -3.2% |
| 30D | +9.6% | +16.8% | -7.2% | +6.7% |
| 3M | +1.6% | -13.7% | +15.4% | +3.4% |
| 6M | +2.2% | -21.9% | +24.0% | +4.7% |
| YTD | +25.9% | -39.2% | +65.1% | +33.1% |
| 1Y | +20.1% | -42.6% | +62.8% | +28.1% |
| 3Y | +12.4% | -50.2% | +62.6% | +19.3% |
| 5Y | +11.1% | -7.0% | +18.1% | +4.6% |
| 10Y | +190.1% | +584.2% | -394.1% | +90.4% |
| All | +815.8% | +389.2% | +426.6% | +331.0% |
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