+85.7%
BLDR vs JAAA
+30.3%
+55.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -3.0% | +0.1% | -3.1% | -3.1% |
| 30D | +20.1% | +0.4% | +19.7% | +19.3% |
| 3M | -17.5% | +1.2% | -18.7% | -19.0% |
| 6M | -16.1% | +2.3% | -18.4% | -19.0% |
| YTD | -41.0% | +4.0% | -45.0% | -44.4% |
| 1Y | -41.6% | +4.8% | -46.4% | -45.6% |
| 3Y | -50.8% | +18.4% | -69.3% | -58.4% |
| 5Y | -10.8% | +27.5% | -38.3% | -28.9% |
| All | +85.7% | +30.3% | +55.4% | +26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling