+17.9%
RSP vs BX
-14.9%
+32.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +2.0% | -0.3% |
| 7D | +1.8% | -1.1% | +2.8% | +2.0% |
| 30D | +3.5% | +8.8% | -5.3% | +1.9% |
| 3M | +0.2% | -18.3% | +18.5% | +3.6% |
| 6M | +9.1% | -1.5% | +10.6% | +9.1% |
| YTD | +16.6% | -19.9% | +36.5% | +21.4% |
| 1Y | +17.9% | -14.5% | +32.4% | +20.6% |
| All | +17.9% | -14.9% | +32.9% | +20.6% |
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