+171.0%
BX vs OPEN
-74.0%
+245.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.7% | +3.8% | -2.0% |
| 7D | -8.9% | -10.5% | +1.6% | -7.6% |
| 30D | -14.8% | -21.8% | +7.0% | -12.1% |
| 3M | +6.9% | -37.5% | +44.4% | +13.0% |
| 6M | +16.3% | -44.1% | +60.4% | +23.9% |
| YTD | -16.1% | -52.0% | +35.9% | -9.4% |
| 1Y | -26.8% | -52.2% | +25.4% | -25.4% |
| 3Y | +22.4% | -25.9% | +48.4% | -1.5% |
| 5Y | +16.0% | -85.1% | +101.1% | -4.8% |
| All | +171.0% | -74.0% | +245.0% | +106.6% |
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