+661.1%
BX vs AEE
+191.1%
+469.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -5.6% | -0.8% | -4.8% | -5.2% |
| 30D | -12.2% | -2.9% | -9.3% | -11.0% |
| 3M | +7.4% | -2.4% | +9.8% | +8.3% |
| 6M | +22.2% | -2.7% | +24.9% | +23.1% |
| YTD | -14.0% | +7.3% | -21.3% | -17.8% |
| 1Y | -27.3% | +7.5% | -34.8% | -30.7% |
| 3Y | +24.5% | +46.2% | -21.7% | +0.1% |
| 5Y | +18.9% | +39.7% | -20.8% | -2.3% |
| All | +661.1% | +191.1% | +469.9% | +429.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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