+96.1%
ARES vs BAM
+81.2%
+14.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +0.5% | -2.7% | +3.2% | +2.7% |
| 30D | +19.7% | +15.5% | +4.2% | +7.0% |
| 3M | -9.0% | -6.9% | -2.1% | -3.9% |
| 6M | +11.5% | +9.9% | +1.7% | +4.0% |
| YTD | -13.8% | +1.4% | -15.2% | -14.2% |
| 1Y | -5.6% | +3.3% | -8.9% | -7.1% |
| 3Y | +36.1% | +83.6% | -47.5% | +0.7% |
| All | +96.1% | +81.2% | +14.9% | +43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling