+18.8%
BX vs OPEN
-84.0%
+102.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -3.3% |
| 7D | -5.7% | -2.9% | -2.8% | -5.3% |
| 30D | -8.9% | -13.8% | +4.9% | -7.0% |
| 3M | +8.4% | -30.9% | +39.3% | +13.4% |
| 6M | +18.9% | -40.9% | +59.9% | +26.4% |
| YTD | -13.6% | -48.5% | +34.9% | -7.1% |
| 1Y | -22.4% | -50.9% | +28.5% | -21.3% |
| 3Y | +26.0% | -20.6% | +46.6% | -2.5% |
| 5Y | +18.8% | -84.2% | +102.9% | -6.6% |
| All | +18.8% | -84.0% | +102.7% | -6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling