-10.3%
BX vs RMD
-3.5%
-6.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.3% |
| 7D | +0.6% | +2.1% | -1.5% | -0.2% |
| 30D | +14.2% | +2.1% | +12.2% | +13.3% |
| 3M | -18.7% | +6.2% | -25.0% | -20.5% |
| 6M | +2.5% | +19.4% | -16.9% | -4.0% |
| YTD | -18.8% | +0.5% | -19.3% | -20.2% |
| 1Y | -10.3% | -3.9% | -6.4% | -11.6% |
| All | -10.3% | -3.5% | -6.8% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling