+661.1%
BX vs AEIS
+562.2%
+98.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.9% | -2.5% | +0.6% |
| 7D | -5.6% | +2.3% | -7.9% | -6.4% |
| 30D | -12.2% | -14.8% | +2.6% | -7.6% |
| 3M | +7.4% | -15.6% | +23.0% | +10.3% |
| 6M | +22.2% | -8.7% | +30.9% | +18.8% |
| YTD | -14.0% | +37.3% | -51.3% | -30.4% |
| 1Y | -27.3% | +80.3% | -107.6% | -48.6% |
| 3Y | +24.5% | +177.9% | -153.4% | -29.2% |
| 5Y | +18.9% | +235.8% | -216.9% | -38.0% |
| All | +661.1% | +562.2% | +98.8% | +175.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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