+1,449.8%
ADI vs BX
+873.6%
+576.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +1.7% |
| 7D | +2.6% | -5.7% | +8.3% | +4.6% |
| 30D | -4.6% | -8.9% | +4.3% | -1.9% |
| 3M | -9.5% | +8.4% | -17.9% | -12.4% |
| 6M | +14.8% | +18.9% | -4.1% | +6.7% |
| YTD | +35.8% | -13.6% | +49.5% | +39.6% |
| 1Y | +48.9% | -22.4% | +71.4% | +58.3% |
| 3Y | +115.6% | +26.0% | +89.5% | +93.9% |
| 5Y | +135.1% | +18.8% | +116.3% | +108.6% |
| 10Y | +636.4% | +668.7% | -32.3% | +278.1% |
| All | +1,449.8% | +873.6% | +576.2% | +497.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling