+84.7%
BLDR vs JAAA
+29.4%
+55.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.3% |
| 7D | -8.2% | +0.1% | -8.3% | -8.3% |
| 30D | -16.6% | +0.5% | -17.2% | -17.3% |
| 3M | -23.2% | +1.3% | -24.4% | -24.6% |
| 6M | -33.7% | +2.8% | -36.5% | -36.4% |
| YTD | -41.3% | +3.3% | -44.6% | -44.1% |
| 1Y | -58.8% | +4.9% | -63.7% | -61.6% |
| 3Y | -57.5% | +19.0% | -76.4% | -63.9% |
| 5Y | +12.9% | +26.9% | -14.0% | -9.8% |
| All | +84.7% | +29.4% | +55.4% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling