+642.7%
BX vs AMC
-99.0%
+741.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.2% | -2.7% |
| 7D | -8.9% | -7.1% | -1.8% | -8.6% |
| 30D | -14.8% | -1.7% | -13.1% | -14.7% |
| 3M | +6.9% | +13.5% | -6.5% | +5.8% |
| 6M | +16.3% | +112.6% | -96.3% | +11.8% |
| YTD | -16.1% | +51.3% | -67.4% | -18.3% |
| 1Y | -26.8% | -14.5% | -12.3% | -27.2% |
| 3Y | +22.4% | -67.1% | +89.6% | +23.2% |
| 5Y | +16.0% | -99.5% | +115.5% | +28.8% |
| All | +642.7% | -99.0% | +741.7% | +569.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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