-26.3%
APH vs BX
-15.8%
-10.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -4.9% | -42.8% | -46.0% |
| 7D | -48.7% | -5.2% | -43.5% | -46.9% |
| 30D | -51.9% | +0.1% | -52.0% | -50.9% |
| 3M | -43.6% | +16.0% | -59.6% | -44.5% |
| 6M | -37.5% | +21.6% | -59.2% | -39.5% |
| YTD | -38.6% | -8.9% | -29.7% | -37.7% |
| 1Y | -26.3% | -16.6% | -9.7% | -24.8% |
| All | -26.3% | -15.8% | -10.5% | -24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling