+40.2%
APH vs BX
-22.2%
+62.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.1% | +0.1% |
| 7D | +1.6% | -5.7% | +7.3% | +2.7% |
| 30D | -3.0% | -8.9% | +5.9% | -1.6% |
| 3M | +5.7% | +8.4% | -2.6% | +2.7% |
| 6M | +20.0% | +18.9% | +1.1% | +13.5% |
| YTD | +20.8% | -13.6% | +34.4% | +20.8% |
| 1Y | +40.2% | -22.4% | +62.7% | +41.8% |
| All | +40.2% | -22.2% | +62.4% | +41.8% |
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