+21.5%
BX vs SYK
-4.6%
+26.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.9% | -1.9% |
| 7D | -8.9% | -12.3% | +3.4% | -3.1% |
| 30D | -14.8% | -22.4% | +7.7% | -3.8% |
| 3M | +6.9% | -12.3% | +19.3% | +12.4% |
| 6M | +16.3% | -24.3% | +40.6% | +32.6% |
| YTD | -16.1% | -22.8% | +6.7% | -5.9% |
| 1Y | -26.8% | -28.8% | +2.0% | -13.7% |
| All | +21.5% | -4.6% | +26.1% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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