+24.5%
BX vs MKSI
+190.8%
-166.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.1% | +0.4% | +1.9% |
| 7D | -5.6% | +2.7% | -8.3% | -6.4% |
| 30D | -12.2% | -12.8% | +0.6% | -9.0% |
| 3M | +7.4% | -22.5% | +29.9% | +12.4% |
| 6M | +22.2% | +19.4% | +2.8% | +8.3% |
| YTD | -14.0% | +67.7% | -81.7% | -33.6% |
| 1Y | -27.3% | +131.4% | -158.7% | -51.6% |
| 3Y | +24.5% | +197.3% | -172.8% | -36.3% |
| All | +24.5% | +190.8% | -166.3% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling