-2.5%
APO vs BLDR
-42.6%
+40.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.5% |
| 7D | +5.8% | -3.0% | +8.7% | +6.5% |
| 30D | +8.9% | +20.1% | -11.2% | +5.5% |
| 3M | -13.6% | -17.5% | +3.9% | -10.5% |
| 6M | -5.4% | -16.1% | +10.7% | -3.4% |
| YTD | -13.6% | -41.0% | +27.4% | -4.1% |
| 1Y | -2.5% | -41.6% | +39.1% | +8.4% |
| All | -2.5% | -42.6% | +40.1% | +8.4% |
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 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