+63.2%
BLK vs CG
+44.6%
+18.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | +0.1% |
| 7D | -5.2% | -9.8% | +4.6% | -1.0% |
| 30D | -7.0% | -10.3% | +3.3% | -2.9% |
| 3M | +5.7% | -1.7% | +7.3% | +6.0% |
| 6M | +11.0% | -9.8% | +20.8% | +15.1% |
| YTD | +0.9% | -25.6% | +26.5% | +12.8% |
| 1Y | -1.6% | -32.5% | +30.9% | +13.9% |
| All | +63.2% | +44.6% | +18.6% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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