-6.4%
APO vs BLDR
-41.9%
+35.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | +0.2% | -10.3% | +10.5% | +2.6% |
| 30D | +3.1% | +19.6% | -16.4% | -0.2% |
| 3M | -12.0% | -17.0% | +5.0% | -9.0% |
| 6M | -5.0% | -16.7% | +11.8% | -2.9% |
| YTD | -14.0% | -39.4% | +25.4% | -5.2% |
| All | -6.4% | -41.9% | +35.5% | +3.8% |
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