+36.9%
BX vs ROIV
+201.4%
-164.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.5% |
| 7D | -4.4% | +0.6% | -5.0% | -4.5% |
| 30D | +0.1% | +1.0% | -0.9% | -0.3% |
| 3M | +16.0% | +18.3% | -2.3% | +10.7% |
| 6M | +21.6% | +18.3% | +3.3% | +15.7% |
| YTD | -8.9% | +61.0% | -69.9% | -20.0% |
| 1Y | -16.6% | +177.9% | -194.5% | -37.5% |
| All | +36.9% | +201.4% | -164.5% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling