BX monthly performance report
Monthly BX research: returns, drawdown, relative strength, seasonality, and key stats.
BX monthly report
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Key takeaways
- Blackstone Inc. (BX) closed August 2026 at $136.03, up 6.48% for the month and −18.88% over the trailing 12 months.
- Year-to-date, BX is −11.75%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +3.26% versus its 200-day moving average ($131.74), a bullish technical signal.
- Over the past three years, BX has underperformed the S&P 500 by −39.87%, with a relative strength index reading of 76.6.
- Win rate over the trailing 39 months stands at 69.2% — 27 positive months versus 12 negative months.
Blackstone Inc. ended August 2026 at $136.03, posting a monthly return of +6.48%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +3.43%.
The current quarter stands at +9.01% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +3.26% versus the 200-day moving average ($131.74).
Year-to-date, BX is −11.75% against SPY +12.89%, a gap of −24.63%. The stock is currently −28.44% below its 52-week high, with maximum 3-year drawdown at −48.70%.
| Period | BX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.85% | −0.20% | −0.65% |
| 1 Week | +1.59% | +3.90% | −2.31% |
| 1 Month | +6.48% | +3.05% | +3.43% |
| 3 Months | +8.32% | +7.11% | +1.21% |
| 6 Months |