+45.0%
ARES vs BB
+145.9%
-100.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.5% | -1.3% | +3.4% |
| 7D | +5.0% | +15.0% | -10.0% | +2.8% |
| 30D | +19.1% | +3.5% | +15.6% | +17.9% |
| 3M | +3.1% | +2.7% | +0.4% | +1.7% |
| 6M | +12.9% | +44.7% | -31.9% | +2.2% |
| YTD | -10.7% | +143.3% | -153.9% | -27.4% |
| 1Y | -5.5% | +102.2% | -107.7% | -20.8% |
| 3Y | +45.0% | +156.1% | -111.1% | +8.6% |
| All | +45.0% | +145.9% | -100.9% | +8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling