-26.4%
APP vs BX
-12.5%
-14.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.4% | +2.5% | +3.5% |
| 7D | +4.6% | +0.6% | +4.0% | +4.4% |
| 30D | +56.0% | +14.2% | +41.8% | +46.9% |
| 3M | +30.8% | -18.7% | +49.6% | +40.3% |
| 6M | -9.8% | +2.5% | -12.3% | -11.8% |
| YTD | -39.3% | -18.8% | -20.5% | -40.6% |
| 1Y | -26.4% | -10.3% | -16.1% | -32.7% |
| All | -26.4% | -12.5% | -14.0% | -32.7% |
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