-6.9%
ARES vs BB
+88.0%
-94.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +7.0% | -0.8% | +5.5% |
| 7D | +10.5% | -6.8% | +17.3% | +11.1% |
| 30D | +16.8% | -3.5% | +20.4% | +16.7% |
| 3M | -3.2% | -1.2% | -2.0% | -3.9% |
| 6M | +16.4% | +57.0% | -40.6% | +2.0% |
| YTD | -12.4% | +131.1% | -143.5% | -33.2% |
| 1Y | -6.9% | +87.6% | -94.4% | -26.2% |
| All | -6.9% | +88.0% | -94.8% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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