+1,062.4%
APH vs BLDR
+357.1%
+705.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | 0.0% |
| 7D | +1.6% | -2.7% | +4.3% | +2.3% |
| 30D | -3.0% | -14.7% | +11.7% | +0.7% |
| 3M | +5.7% | -20.8% | +26.6% | +10.9% |
| 6M | +20.0% | -35.3% | +55.3% | +32.2% |
| YTD | +20.8% | -40.3% | +61.1% | +34.9% |
| 1Y | +40.2% | -56.3% | +96.5% | +68.5% |
| 3Y | +288.1% | -56.1% | +344.2% | +343.5% |
| 5Y | +352.5% | +12.9% | +339.6% | +282.4% |
| 10Y | +1,062.4% | +386.5% | +676.0% | +563.7% |
| All | +1,062.4% | +357.1% | +705.3% | +563.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling