+65.9%
BLK vs BN
+70.0%
-4.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.4% |
| 7D | -3.3% | -5.2% | +1.9% | -0.4% |
| 30D | -6.5% | -14.5% | +8.0% | +2.0% |
| 3M | +6.7% | -15.0% | +21.7% | +16.9% |
| 6M | +14.7% | -5.4% | +20.1% | +18.2% |
| YTD | +2.5% | -16.4% | +19.0% | +12.7% |
| 1Y | -2.8% | -16.2% | +13.5% | +6.3% |
| 3Y | +65.9% | +67.5% | -1.7% | +28.1% |
| All | +65.9% | +70.0% | -4.1% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling