-8.5%
BX vs ACWI
+14.9%
-23.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.6% | +4.2% |
| 7D | +8.3% | -0.5% | +8.8% | +8.9% |
| 30D | +13.5% | -1.6% | +15.2% | +15.7% |
| 3M | -7.6% | -1.3% | -6.3% | -6.0% |
| 6M | +4.0% | +5.8% | -1.8% | -2.8% |
| YTD | -15.2% | +12.7% | -27.9% | -24.4% |
| 1Y | -8.5% | +15.0% | -23.5% | -19.8% |
| All | -8.5% | +14.9% | -23.4% | -19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling