+384.5%
ALAB vs BX
+12.9%
+371.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.7% | +7.7% | +6.3% |
| 7D | +9.6% | -5.7% | +15.3% | +13.4% |
| 30D | -5.3% | -8.9% | +3.6% | -0.2% |
| 3M | -12.0% | +8.4% | -20.4% | -18.2% |
| 6M | +145.7% | +18.9% | +126.8% | +108.0% |
| YTD | +80.7% | -13.6% | +94.3% | +93.9% |
| 1Y | +40.1% | -22.4% | +62.6% | +63.6% |
| All | +384.5% | +12.9% | +371.6% | +320.2% |
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 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