-8.5%
BX vs KR
+10.2%
-18.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.2% | +3.0% | +6.0% |
| 7D | +8.3% | +6.1% | +2.2% | +7.9% |
| 30D | +13.5% | +17.3% | -3.8% | +13.4% |
| 3M | -7.6% | +20.2% | -27.8% | -7.6% |
| 6M | +4.0% | +3.3% | +0.7% | +2.5% |
| YTD | -15.2% | +12.3% | -27.5% | -18.1% |
| 1Y | -8.5% | +10.6% | -19.1% | -11.6% |
| All | -8.5% | +10.2% | -18.7% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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