+91.7%
BKNG vs BX
+15.1%
+76.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.4% | +1.7% |
| 7D | -10.7% | -8.9% | -1.7% | -7.2% |
| 30D | -18.1% | -14.8% | -3.3% | -12.7% |
| 3M | +8.5% | +6.9% | +1.6% | +5.0% |
| 6M | -0.1% | +16.3% | -16.3% | -7.3% |
| YTD | -18.2% | -16.1% | -2.1% | -13.5% |
| 1Y | -19.9% | -26.8% | +6.9% | -10.7% |
| 3Y | +41.6% | +22.4% | +19.2% | +22.9% |
| All | +91.7% | +15.1% | +76.6% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling