+131.1%
ADI vs BX
+14.6%
+116.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | +0.1% |
| 7D | +1.3% | -8.9% | +10.2% | +5.3% |
| 30D | -6.0% | -14.8% | +8.8% | +0.3% |
| 3M | -7.7% | +6.9% | -14.7% | -11.2% |
| 6M | +14.0% | +16.3% | -2.3% | +4.1% |
| YTD | +34.4% | -16.1% | +50.5% | +41.5% |
| 1Y | +48.0% | -26.8% | +74.7% | +65.5% |
| 3Y | +113.3% | +22.4% | +90.9% | +84.7% |
| 5Y | +131.1% | +16.0% | +115.1% | +98.0% |
| All | +131.1% | +14.6% | +116.5% | +98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling