+136.0%
APO vs BLDR
+13.4%
+122.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | 0.0% |
| 7D | -1.0% | -2.7% | +1.7% | -0.1% |
| 30D | -0.4% | -14.7% | +14.3% | +5.0% |
| 3M | -0.9% | -20.8% | +19.9% | +5.7% |
| 6M | +22.1% | -35.3% | +57.5% | +38.5% |
| YTD | -8.4% | -40.3% | +32.0% | +6.1% |
| 1Y | -0.9% | -56.3% | +55.3% | +27.9% |
| 3Y | +56.1% | -56.1% | +112.3% | +85.4% |
| 5Y | +136.0% | +12.9% | +123.1% | +68.6% |
| All | +136.0% | +13.4% | +122.6% | +68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling