+50.8%
APH vs BLDR
-55.9%
+106.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | +0.5% |
| 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% | +29.9% |
| YTD | +22.9% | -36.1% | +59.0% | +28.4% |
| All | +50.8% | -55.9% | +106.7% | +52.8% |
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 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