+162.2%
BX vs OPEN
-88.9%
+251.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.6% | +5.0% | +1.9% |
| 7D | +0.6% | -15.0% | +15.6% | +2.7% |
| 30D | +14.2% | -40.2% | +54.4% | +21.4% |
| 3M | -18.7% | -67.4% | +48.7% | -6.8% |
| 6M | +2.5% | -74.0% | +76.5% | +20.2% |
| YTD | -18.8% | -79.6% | +60.8% | -2.8% |
| 1Y | -10.3% | -86.1% | +75.8% | +12.0% |
| 3Y | +35.4% | -41.4% | +76.8% | +9.8% |
| 5Y | +0.3% | -94.9% | +95.1% | -7.4% |
| All | +162.2% | -88.9% | +251.1% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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