+661.1%
BX vs APTV
-16.1%
+677.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | -5.6% | -5.0% | -0.6% | -3.6% |
| 30D | -12.2% | -6.1% | -6.2% | -10.0% |
| 3M | +7.4% | -33.0% | +40.4% | +25.9% |
| 6M | +22.2% | -35.2% | +57.4% | +42.6% |
| YTD | -14.0% | -40.1% | +26.1% | +3.6% |
| 1Y | -27.3% | -45.6% | +18.3% | -8.8% |
| 3Y | +24.5% | -54.4% | +78.9% | +62.2% |
| 5Y | +18.9% | -68.9% | +87.8% | +78.7% |
| All | +661.1% | -16.1% | +677.2% | +630.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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