+7.6%
BX vs AHR
+360.2%
-352.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.4% | -3.0% |
| 7D | -8.9% | -3.0% | -5.9% | -8.1% |
| 30D | -14.8% | +2.6% | -17.4% | -15.5% |
| 3M | +6.9% | +16.0% | -9.1% | +1.3% |
| 6M | +16.3% | +3.1% | +13.2% | +14.6% |
| YTD | -16.1% | +16.0% | -32.1% | -21.2% |
| 1Y | -26.8% | +28.0% | -54.7% | -34.4% |
| All | +7.6% | +360.2% | -352.5% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 all: compounded portfolio wealth divided by compounded AHR 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…
all analysis · Full analysis span regression · 6 months rolling