+355.9%
APH vs BLDR
+20.2%
+335.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | +0.3% |
| 7D | +5.0% | -2.8% | +7.8% | +5.6% |
| 30D | -3.9% | -13.3% | +9.4% | -0.8% |
| 3M | +13.0% | -12.3% | +25.2% | +15.4% |
| 6M | +25.2% | -31.5% | +56.6% | +35.6% |
| YTD | +22.9% | -36.1% | +59.0% | +34.4% |
| 1Y | +47.8% | -54.1% | +101.9% | +74.6% |
| 3Y | +283.0% | -55.8% | +338.8% | +332.0% |
| All | +355.9% | +20.2% | +335.7% | +237.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling