+668.7%
BX vs AMT
+96.3%
+572.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | -5.7% | +1.5% | -7.1% | -6.3% |
| 30D | -8.9% | +3.7% | -12.6% | -10.6% |
| 3M | +8.4% | -7.2% | +15.6% | +11.8% |
| 6M | +18.9% | -4.2% | +23.1% | +20.4% |
| YTD | -13.6% | +1.9% | -15.5% | -15.7% |
| 1Y | -22.4% | -6.4% | -16.1% | -21.2% |
| 3Y | +26.0% | +7.7% | +18.3% | +11.9% |
| 5Y | +18.8% | -30.9% | +49.7% | +35.7% |
| 10Y | +668.7% | +105.4% | +563.4% | +584.8% |
| All | +668.7% | +96.3% | +572.5% | +584.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling