+275.1%
BLK vs A
+256.4%
+18.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.7% | -1.0% | +0.2% |
| 7D | -3.3% | -2.6% | -0.7% | -2.0% |
| 30D | -6.5% | -0.9% | -5.6% | -6.3% |
| 3M | +6.7% | +13.6% | -6.9% | -1.0% |
| 6M | +14.7% | +27.8% | -13.1% | -1.8% |
| YTD | +2.5% | +8.6% | -6.1% | -4.2% |
| 1Y | -2.8% | +16.9% | -19.6% | -13.6% |
| 3Y | +65.9% | +32.9% | +32.9% | +30.7% |
| 5Y | +33.0% | -14.1% | +47.1% | +34.2% |
| All | +275.1% | +256.4% | +18.7% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling