+6,624.8%
APH vs BLDR
+389.2%
+6,235.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.5% | +8.6% | +4.9% |
| 7D | -5.9% | -3.7% | -2.3% | -5.6% |
| 30D | -14.8% | +16.8% | -31.6% | -17.7% |
| 3M | -12.4% | -13.7% | +1.3% | -11.0% |
| 6M | +8.1% | -21.9% | +29.9% | +11.2% |
| YTD | +10.9% | -39.2% | +50.2% | +18.6% |
| 1Y | +8.8% | -42.6% | +51.4% | +17.3% |
| 3Y | +262.1% | -50.2% | +312.3% | +289.2% |
| 5Y | +283.1% | -7.0% | +290.1% | +261.2% |
| 10Y | +908.1% | +584.2% | +323.9% | +546.8% |
| All | +6,624.8% | +389.2% | +6,235.6% | +3,157.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling