+25.7%
C vs BX
-12.5%
+38.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.5% |
| 7D | +4.2% | +0.6% | +3.6% | +3.9% |
| 30D | +2.0% | +14.2% | -12.3% | -2.7% |
| 3M | -10.1% | -18.7% | +8.6% | -3.8% |
| 6M | +1.0% | +2.5% | -1.5% | -1.3% |
| YTD | +8.5% | -18.8% | +27.3% | +16.7% |
| 1Y | +25.7% | -10.3% | +36.0% | +29.3% |
| All | +25.7% | -12.5% | +38.2% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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