+182.3%
BX vs ACI
+32.1%
+150.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +0.9% | -0.3% |
| 7D | -2.8% | -5.3% | +2.5% | -2.3% |
| 30D | +7.3% | +5.0% | +2.3% | +6.8% |
| 3M | -16.3% | +7.5% | -23.8% | -16.9% |
| 6M | +2.5% | -16.0% | +18.5% | +3.8% |
| YTD | -17.6% | -20.6% | +3.1% | -16.3% |
| 1Y | -12.4% | -23.5% | +11.2% | -10.6% |
| 3Y | +36.2% | -32.1% | +68.3% | +39.9% |
| 5Y | +3.0% | -42.5% | +45.5% | +6.0% |
| All | +182.3% | +32.1% | +150.2% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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