+8,077.9%
AMD vs BX
+690.2%
+7,387.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.5% | +12.2% | +13.2% |
| 7D | +6.5% | +3.7% | +2.8% | +4.7% |
| 30D | -15.3% | +8.2% | -23.5% | -19.7% |
| 3M | +9.7% | -12.7% | +22.4% | +17.5% |
| 6M | +13.2% | +1.0% | +12.2% | +8.9% |
| YTD | +140.6% | -17.2% | +157.8% | +158.6% |
| 1Y | +111.2% | -11.6% | +122.8% | +116.8% |
| 3Y | +334.4% | +36.8% | +297.7% | +219.8% |
| 5Y | +268.3% | +4.8% | +263.5% | +211.9% |
| 10Y | +8,077.9% | +672.8% | +7,405.2% | +1,797.2% |
| All | +8,077.9% | +690.2% | +7,387.8% | +1,797.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling