+7,351.6%
APH vs BLDR
+414.6%
+6,937.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | +0.4% |
| 7D | +5.0% | -2.8% | +7.8% | +5.4% |
| 30D | -3.9% | -13.3% | +9.4% | -1.7% |
| 3M | +13.0% | -12.3% | +25.2% | +14.8% |
| 6M | +25.2% | -31.5% | +56.6% | +32.6% |
| YTD | +22.9% | -36.1% | +59.0% | +31.3% |
| 1Y | +47.8% | -54.1% | +101.9% | +66.4% |
| 3Y | +283.0% | -55.8% | +338.8% | +322.4% |
| 5Y | +349.7% | +20.7% | +328.9% | +308.3% |
| 10Y | +1,061.2% | +390.2% | +671.0% | +687.6% |
| All | +7,351.6% | +414.6% | +6,937.0% | +3,504.8% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling