-70.1%
APTV vs BLDR
+13.4%
-83.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -1.9% |
| 7D | -1.2% | -2.7% | +1.5% | 0.0% |
| 30D | -10.6% | -14.7% | +4.1% | -4.9% |
| 3M | -35.0% | -20.8% | -14.2% | -29.8% |
| 6M | -38.9% | -35.3% | -3.6% | -28.6% |
| YTD | -41.5% | -40.3% | -1.2% | -29.8% |
| 1Y | -45.8% | -56.3% | +10.5% | -26.2% |
| 3Y | -55.7% | -56.1% | +0.4% | -44.7% |
| 5Y | -70.1% | +12.9% | -83.0% | -79.0% |
| All | -70.1% | +13.4% | -83.5% | -79.0% |
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