+8,732.2%
AMD vs BX
+655.5%
+8,076.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.7% | +6.7% | +5.3% |
| 7D | +14.0% | -5.7% | +19.7% | +17.9% |
| 30D | +11.0% | -8.9% | +19.9% | +16.6% |
| 3M | +9.6% | +8.4% | +1.2% | +2.4% |
| 6M | +157.1% | +18.9% | +138.2% | +122.9% |
| YTD | +143.3% | -13.6% | +157.0% | +156.5% |
| 1Y | +234.4% | -22.4% | +256.9% | +273.6% |
| 3Y | +391.2% | +26.0% | +365.2% | +284.5% |
| 5Y | +390.9% | +18.8% | +372.1% | +285.1% |
| 10Y | +8,732.2% | +668.7% | +8,063.5% | +2,001.2% |
| All | +8,732.2% | +655.5% | +8,076.7% | +2,001.2% |
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