+55.3%
ON vs BX
-25.1%
+80.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.5% | +6.0% | +7.8% |
| 7D | +2.4% | -5.6% | +8.0% | +4.0% |
| 30D | -8.6% | -12.2% | +3.6% | -5.5% |
| 3M | -34.3% | +7.4% | -41.7% | -36.1% |
| 6M | +28.5% | +22.2% | +6.4% | +16.2% |
| YTD | +40.6% | -14.0% | +54.6% | +52.0% |
| 1Y | +55.3% | -27.3% | +82.6% | +76.9% |
| All | +55.3% | -25.1% | +80.4% | +76.9% |
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