+27.6%
BX vs ACWI
+67.7%
-40.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -4.4% | +0.5% | -4.9% | -5.2% |
| 30D | +0.1% | +0.9% | -0.8% | -1.4% |
| 3M | +16.0% | +2.4% | +13.6% | +11.0% |
| 6M | +21.6% | +12.4% | +9.2% | -1.5% |
| YTD | -8.9% | +15.2% | -24.1% | -29.2% |
| 1Y | -16.6% | +22.7% | -39.3% | -42.5% |
| 3Y | +43.3% | +75.8% | -32.4% | -48.4% |
| All | +27.6% | +67.7% | -40.1% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling