-7.8%
ARES vs BAM
+2.7%
-10.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.8% |
| 7D | +4.5% | +9.7% | -5.2% | -5.3% |
| 30D | +15.7% | +19.0% | -3.2% | -3.8% |
| 3M | -2.0% | +0.6% | -2.6% | -2.7% |
| 6M | +10.4% | +11.1% | -0.7% | -1.9% |
| YTD | -14.2% | +4.2% | -18.4% | -18.8% |
| 1Y | -7.8% | +3.3% | -11.1% | -11.9% |
| All | -7.8% | +2.7% | -10.4% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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