+0.4%
BX vs OPEN
-94.8%
+95.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.6% | +5.0% | +1.9% |
| 7D | +0.6% | -15.0% | +15.6% | +2.9% |
| 30D | +14.2% | -40.2% | +54.4% | +22.1% |
| 3M | -18.7% | -67.4% | +48.7% | -5.5% |
| 6M | +2.5% | -74.0% | +76.5% | +22.1% |
| YTD | -18.8% | -79.6% | +60.8% | -1.0% |
| 1Y | -10.3% | -86.1% | +75.8% | +14.6% |
| 3Y | +35.4% | -41.4% | +76.8% | +4.0% |
| All | +0.4% | -94.8% | +95.2% | +7.5% |
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