+871.5%
BLK vs ACWI
+340.5%
+531.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | +3.7% | +2.4% | +1.3% | +0.6% |
| 30D | +13.9% | -1.7% | +15.6% | +16.4% |
| 3M | +3.9% | -3.9% | +7.8% | +9.3% |
| 6M | +13.0% | +0.8% | +12.2% | +11.7% |
| YTD | +16.1% | +11.0% | +5.1% | +1.7% |
| 1Y | +16.8% | +13.1% | +3.7% | 0.0% |
| 3Y | +97.7% | +73.9% | +23.8% | -1.5% |
| 5Y | +42.1% | +59.0% | -16.9% | -19.5% |
| 10Y | +321.3% | +224.4% | +96.9% | +0.7% |
| All | +871.5% | +340.5% | +531.0% | +66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling