+187.5%
BX vs ACI
+17.4%
+170.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.6% | -2.7% |
| 7D | -8.9% | -7.1% | -1.8% | -8.2% |
| 30D | -14.8% | -4.5% | -10.3% | -14.4% |
| 3M | +6.9% | -22.3% | +29.2% | +9.2% |
| 6M | +16.3% | -28.4% | +44.7% | +19.6% |
| YTD | -16.1% | -29.5% | +13.4% | -13.7% |
| 1Y | -26.8% | -34.2% | +7.5% | -24.2% |
| 3Y | +22.4% | -45.7% | +68.1% | +28.9% |
| 5Y | +16.0% | -40.8% | +56.8% | +20.2% |
| All | +187.5% | +17.4% | +170.1% | +188.2% |
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