-8.5%
BX vs ROIV
+97.8%
-106.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.1% | +0.2% | +5.4% |
| 7D | +8.3% | +3.0% | +5.3% | +7.8% |
| 30D | +13.5% | +6.8% | +6.7% | +12.5% |
| 3M | -7.6% | +10.5% | -18.1% | -9.1% |
| 6M | +4.0% | +34.8% | -30.8% | -2.0% |
| YTD | -15.2% | +76.2% | -91.3% | -21.7% |
| 1Y | -8.5% | +92.4% | -100.9% | -15.9% |
| All | -8.5% | +97.8% | -106.3% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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