+316.2%
BLK vs ACWI
+225.4%
+90.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.1% |
| 7D | +3.9% | +2.7% | +1.2% | +0.5% |
| 30D | +14.1% | -2.6% | +16.7% | +18.0% |
| 3M | +5.3% | -3.2% | +8.5% | +9.8% |
| 6M | +12.6% | +1.9% | +10.7% | +9.7% |
| YTD | +15.5% | +11.3% | +4.2% | +0.6% |
| 1Y | +13.6% | +11.7% | +1.9% | -1.4% |
| 3Y | +95.6% | +74.4% | +21.2% | -4.5% |
| 5Y | +41.4% | +59.5% | -18.1% | -21.5% |
| All | +316.2% | +225.4% | +90.8% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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