+11.9%
ACN vs BX
-8.3%
+20.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.2% | -2.4% | +0.9% |
| 7D | +8.6% | +8.3% | +0.3% | +4.6% |
| 30D | +36.6% | +13.5% | +23.0% | +28.6% |
| 3M | +56.3% | -7.6% | +63.9% | +61.0% |
| 6M | +49.7% | +4.0% | +45.6% | +46.0% |
| YTD | +1.3% | -15.2% | +16.5% | +13.2% |
| 1Y | +11.9% | -8.5% | +20.4% | +18.0% |
| All | +11.9% | -8.3% | +20.2% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling