-55.4%
APP vs BX
-8.3%
-47.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.2% | +4.4% | +8.1% |
| 7D | +4.5% | +8.3% | -3.8% | +1.3% |
| 30D | -3.6% | +13.5% | -17.2% | -8.6% |
| 3M | -35.3% | -7.6% | -27.6% | -33.7% |
| 6M | -42.8% | +4.0% | -46.8% | -43.9% |
| YTD | -59.7% | -15.2% | -44.5% | -60.8% |
| 1Y | -55.4% | -8.5% | -46.9% | -58.2% |
| All | -55.4% | -8.3% | -47.0% | -58.2% |
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 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