+194.2%
BX vs OPEN
-70.7%
+264.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.8% | -1.2% |
| 7D | -4.4% | -4.3% | -0.1% | -3.8% |
| 30D | +0.1% | -16.2% | +16.3% | +2.3% |
| 3M | +16.0% | -36.4% | +52.4% | +22.2% |
| 6M | +21.6% | -35.5% | +57.1% | +27.2% |
| YTD | -8.9% | -46.0% | +37.1% | -3.1% |
| 1Y | -16.6% | -47.1% | +30.5% | -16.3% |
| 3Y | +43.3% | -19.0% | +62.4% | +14.1% |
| 5Y | +25.7% | -83.6% | +109.3% | +1.6% |
| All | +194.2% | -70.7% | +264.9% | +120.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling