-13.6%
BX vs IRE
-82.8%
+69.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +10.2% | -11.8% | -1.9% |
| 7D | -2.0% | +58.9% | -60.9% | -3.2% |
| 30D | -2.3% | +17.2% | -19.5% | -3.0% |
| 3M | +18.5% | -58.6% | +77.1% | +20.5% |
| 6M | +23.7% | -23.5% | +47.2% | +21.1% |
| YTD | -10.4% | -47.4% | +37.1% | -11.8% |
| All | -13.6% | -82.8% | +69.2% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling