-58.5%
FIG vs BX
-25.1%
-33.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.5% | +2.3% | +3.5% |
| 7D | -3.8% | -5.6% | +1.8% | -0.9% |
| 30D | -2.3% | -12.2% | +9.9% | +4.4% |
| 3M | +20.0% | +7.4% | +12.6% | +16.3% |
| 6M | -16.7% | +22.2% | -38.8% | -24.9% |
| YTD | -37.9% | -14.0% | -23.9% | -32.7% |
| 1Y | -58.5% | -27.3% | -31.2% | -45.6% |
| All | -58.5% | -25.1% | -33.4% | -45.6% |
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