+642.7%
BX vs ALL
+361.5%
+281.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.5% |
| 7D | -8.9% | -4.3% | -4.6% | -6.8% |
| 30D | -14.8% | -3.6% | -11.2% | -13.3% |
| 3M | +6.9% | +13.2% | -6.3% | -0.8% |
| 6M | +16.3% | +22.5% | -6.2% | +2.9% |
| YTD | -16.1% | +22.7% | -38.8% | -26.4% |
| 1Y | -26.8% | +28.3% | -55.1% | -37.6% |
| 3Y | +22.4% | +152.0% | -129.6% | -32.5% |
| 5Y | +16.0% | +115.4% | -99.4% | -31.3% |
| All | +642.7% | +361.5% | +281.2% | +174.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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