BX monthly performance report
Monthly BX research: returns, drawdown, relative strength, seasonality, and key stats.
BX monthly report
—
Key takeaways
- Blackstone Inc. (BX) closed September 2026 at $128.51, down 10.28% for the month and −30.13% over the trailing 12 months.
- Year-to-date, BX is −16.63%, underperforming the S&P 500 which has returned +12.08% YTD.
- The stock is trading −1.80% versus its 200-day moving average ($130.86), a cautious technical signal.
- Over the past three years, BX has underperformed the S&P 500 by −57.20%, with a relative strength index reading of 66.4.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Blackstone Inc. ended September 2026 at $128.51, posting a monthly return of −10.28%. The S&P 500 returned −0.36% over the same window, leaving relative performance at −9.92%.
The current quarter stands at +9.21% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −1.80% versus the 200-day moving average ($130.86).
Year-to-date, BX is −16.63% against SPY +12.08%, a gap of −28.71%. The stock is currently −32.40% below its 52-week high, with maximum 3-year drawdown at −48.70%.
| Period | BX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.47% | +0.85% | +1.62% |
| 1 Week | −6.07% | −0.11% | −5.96% |
| 1 Month | −10.28% | −0.36% | −9.92% |
| 3 Months | +16.53% | +5.36% | +11.17% |
| 6 Months | +15.86% | +12.68% | +3.18% |
| YTD | −16.63% | +12.08% | −28.71% |
| 12 Months | −30.13% | +16.22% | −46.35% |
| 3 Years | +13.22% | +70.43% | −57.20% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +21.68% |
| #2 | Dec 2023 | +16.51% |
| #3 | Jul 2025 | +15.63% |
| #4 | Jul 2024 | +14.82% |
| #5 | Nov 2024 | +13.91% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | −20.40% |
| #2 | Oct 2025 | −14.17% |
| #3 | Oct 2023 | −13.80% |
| #4 | Mar 2025 | −13.27% |
| #5 | Apr 2024 | −11.24% |
| Quarter | Return |
|---|---|
| Q2 2025 | +7.01% |
| Q3 2025 | +14.22% |
| Q4 2025 | −9.78% |
| Q1 2026 | −25.40% |
| Q2 2026 | +2.33% |
| Q3 2026 (QTD) | +9.21% |
| Year | Return |
|---|---|
| 2023 | +76.47% |
| 2024 | +31.70% |
| 2025 | −10.60% |
| 2026 | −16.63% |
| Metric | Value |
|---|---|
| 52-Week High | $190.09 (2025-09-18) |
| 52-Week Low | $101.73 (2026-03-12) |
| Current Price | $128.51 |
| 200-Day Moving Average | $130.86 |
| Price vs 200DMA | −1.80% |
| 3-Year Maximum Drawdown | −48.70% (2026-03-12) |
| Current Drawdown from 52W High | −32.40% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 66.4 |
| 3-Year Excess Return vs S&P 500 | −57.20% |
| RS Peak | 132.1 (Nov 2024) |
| RS Trough | 57.8 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BX's return for this report period?
BX returned −10.28% in the latest monthly window ending 2026-09-11.
Has BX outperformed SPY year to date?
YTD BX: −16.63% vs SPY: +12.08%.
What is BX's 12-month return?
−30.13% over the trailing 12 months.
Is BX above or below its 200-day moving average?
Price is −1.80% versus 200DMA ($130.86).
What is the maximum drawdown in the 3-year window?
−48.70% on 2026-03-12.