+1,628.9%
APO vs BLDR
+2,110.3%
-481.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | -0.4% |
| 7D | +3.5% | -8.2% | +11.7% | +5.7% |
| 30D | +4.4% | +16.3% | -11.9% | +0.2% |
| 3M | -12.1% | -17.0% | +4.9% | -8.3% |
| 6M | -7.2% | -17.4% | +10.2% | -4.1% |
| YTD | -15.1% | -41.6% | +26.5% | -5.1% |
| 1Y | -7.7% | -43.5% | +35.9% | +3.9% |
| 3Y | +49.6% | -51.6% | +101.2% | +69.4% |
| 5Y | +78.3% | -11.6% | +89.9% | +69.6% |
| 10Y | +827.7% | +480.9% | +346.8% | +458.5% |
| All | +1,628.9% | +2,110.3% | -481.4% | +570.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling