+642.7%
BX vs ATI
+1,155.5%
-512.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.7% | +0.8% | -1.8% |
| 7D | -8.9% | -2.7% | -6.2% | -8.2% |
| 30D | -14.8% | -13.5% | -1.3% | -11.3% |
| 3M | +6.9% | +8.5% | -1.6% | +3.7% |
| 6M | +16.3% | +25.2% | -8.9% | +7.6% |
| YTD | -16.1% | +73.4% | -89.5% | -29.7% |
| 1Y | -26.8% | +160.5% | -187.3% | -46.0% |
| 3Y | +22.4% | +347.3% | -324.9% | -25.2% |
| 5Y | +16.0% | +1,049.0% | -1,032.9% | -46.3% |
| All | +642.7% | +1,155.5% | -512.8% | +197.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ATI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling