+134.9%
BX vs ROIV
+280.9%
-146.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.4% | +1.6% | -2.1% |
| 7D | -1.1% | +9.2% | -10.3% | -2.4% |
| 30D | +8.8% | +19.9% | -11.1% | +5.8% |
| 3M | -18.3% | +10.6% | -28.9% | -19.9% |
| 6M | -1.5% | +36.1% | -37.6% | -7.0% |
| YTD | -19.9% | +84.3% | -104.2% | -28.1% |
| 1Y | -14.5% | +87.6% | -102.1% | -23.6% |
| 3Y | +32.3% | +353.9% | -321.6% | +2.9% |
| 5Y | -1.1% | +376.1% | -377.2% | -32.9% |
| All | +134.9% | +280.9% | -146.0% | +64.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling