+635.8%
BX vs DAR
+311.7%
+324.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.0% |
| 7D | +0.6% | +11.6% | -11.0% | -3.2% |
| 30D | +14.2% | -10.2% | +24.5% | +18.0% |
| 3M | -18.7% | -14.8% | -3.9% | -15.1% |
| 6M | +2.5% | -10.1% | +12.5% | +4.2% |
| YTD | -18.8% | +55.5% | -74.3% | -33.3% |
| 1Y | -10.3% | +61.7% | -72.0% | -27.7% |
| 3Y | +35.4% | +37.2% | -1.8% | +9.5% |
| 5Y | +0.3% | -26.9% | +27.2% | +2.7% |
| All | +635.8% | +311.7% | +324.1% | +264.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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