+54.5%
ADI vs BX
-25.1%
+79.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.5% | +2.4% | +4.5% |
| 7D | +4.6% | -5.6% | +10.2% | +5.2% |
| 30D | -1.2% | -12.2% | +11.1% | +0.3% |
| 3M | -7.8% | +7.4% | -15.2% | -8.9% |
| 6M | +19.3% | +22.2% | -2.8% | +13.8% |
| YTD | +40.9% | -14.0% | +54.9% | +47.9% |
| 1Y | +54.5% | -27.3% | +81.8% | +61.9% |
| All | +54.5% | -25.1% | +79.6% | +61.9% |
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