+16.4%
APH vs BLDR
-38.1%
+54.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +9.3% | -15.4% | -7.1% |
| 7D | -2.4% | +24.4% | -26.8% | -5.5% |
| 30D | -9.5% | +24.9% | -34.4% | -12.5% |
| 3M | -7.6% | -7.8% | +0.2% | -5.6% |
| 6M | +12.4% | -5.8% | +18.2% | +13.5% |
| YTD | +17.5% | -32.5% | +50.0% | +24.0% |
| 1Y | +16.4% | -36.7% | +53.1% | +23.0% |
| All | +16.4% | -38.1% | +54.5% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling