+849.3%
APO vs BLDR
+494.8%
+354.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | +0.2% | -10.3% | +10.5% | +4.0% |
| 30D | +3.1% | +19.6% | -16.4% | -3.5% |
| 3M | -12.0% | -17.0% | +5.0% | -6.8% |
| 6M | -5.0% | -16.7% | +11.8% | -1.1% |
| YTD | -14.0% | -39.4% | +25.4% | -1.2% |
| 1Y | -5.9% | -41.7% | +35.7% | +9.2% |
| 3Y | +51.6% | -49.9% | +101.4% | +74.5% |
| 5Y | +80.8% | -7.6% | +88.4% | +56.2% |
| All | +849.3% | +494.8% | +354.5% | +274.8% |
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 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