+642.7%
BX vs RMD
+276.6%
+366.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.7% | -2.8% |
| 7D | -8.9% | -4.2% | -4.7% | -7.3% |
| 30D | -14.8% | -2.1% | -12.7% | -14.0% |
| 3M | +6.9% | +13.8% | -6.8% | +0.9% |
| 6M | +16.3% | -10.6% | +26.9% | +21.0% |
| YTD | -16.1% | -8.1% | -8.0% | -13.9% |
| 1Y | -26.8% | -18.0% | -8.8% | -21.4% |
| 3Y | +22.4% | +52.9% | -30.4% | -4.0% |
| 5Y | +16.0% | -22.3% | +38.3% | +21.2% |
| All | +642.7% | +276.6% | +366.1% | +349.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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