-10.1%
BA vs BX
-22.2%
+12.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.6% | -1.1% |
| 7D | -1.2% | -5.7% | +4.5% | +0.4% |
| 30D | -11.3% | -8.9% | -2.4% | -9.2% |
| 3M | -3.8% | +8.4% | -12.2% | -5.8% |
| 6M | -8.3% | +18.9% | -27.2% | -12.1% |
| YTD | -4.9% | -13.6% | +8.7% | -5.5% |
| 1Y | -10.1% | -22.4% | +12.4% | -12.0% |
| All | -10.1% | -22.2% | +12.1% | -12.0% |
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