+951.3%
APH vs BLDR
+602.6%
+348.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.5% | +2.7% | +6.9% |
| 7D | +1.1% | -2.7% | +3.8% | +1.5% |
| 30D | -7.5% | +24.8% | -32.3% | -13.3% |
| 3M | -4.4% | -11.7% | +7.2% | -2.6% |
| 6M | +26.5% | -14.8% | +41.2% | +28.9% |
| YTD | +20.0% | -35.9% | +55.9% | +30.4% |
| 1Y | +16.9% | -39.7% | +56.6% | +28.5% |
| 3Y | +288.5% | -45.6% | +334.1% | +316.6% |
| 5Y | +310.3% | -2.5% | +312.8% | +257.4% |
| 10Y | +951.3% | +597.4% | +353.9% | +471.1% |
| All | +951.3% | +602.6% | +348.7% | +471.1% |
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