-39.3%
APP vs BX
-13.9%
-25.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.1% |
| 7D | +61.1% | +3.7% | +57.4% | +57.9% |
| 30D | +42.8% | +8.2% | +34.5% | +37.2% |
| 3M | +16.7% | -12.7% | +29.3% | +21.6% |
| 6M | -15.6% | +1.0% | -16.6% | -16.7% |
| YTD | -41.3% | -17.2% | -24.1% | -42.8% |
| 1Y | -39.3% | -11.6% | -27.7% | -43.8% |
| All | -39.3% | -13.9% | -25.4% | -43.8% |
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