+908.2%
APO vs BLDR
+372.1%
+536.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.9% | +1.6% | -1.0% |
| 7D | -4.9% | -8.1% | +3.2% | -2.1% |
| 30D | -8.4% | -21.5% | +13.0% | -0.5% |
| 3M | -2.1% | -21.0% | +18.9% | +4.8% |
| 6M | +19.2% | -37.1% | +56.3% | +37.0% |
| YTD | -10.5% | -42.7% | +32.2% | +5.5% |
| 1Y | -2.7% | -58.0% | +55.2% | +27.5% |
| 3Y | +52.5% | -57.8% | +110.3% | +87.5% |
| 5Y | +132.1% | +10.3% | +121.8% | +88.8% |
| All | +908.2% | +372.1% | +536.1% | +324.4% |
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