+179.3%
ARES vs BBAI
-70.8%
+250.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.9% |
| 7D | -1.7% | -4.3% | +2.6% | -1.5% |
| 30D | +0.3% | -3.6% | +3.9% | +0.4% |
| 3M | +8.5% | -38.8% | +47.3% | +10.2% |
| 6M | +23.5% | -23.8% | +47.2% | +24.3% |
| YTD | -11.2% | -45.9% | +34.7% | -9.8% |
| 1Y | -19.3% | -40.8% | +21.5% | -18.5% |
| 3Y | +48.7% | +69.8% | -21.1% | +43.1% |
| 5Y | +106.5% | -70.3% | +176.9% | +102.2% |
| All | +179.3% | -70.8% | +250.1% | +174.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 all: compounded portfolio wealth divided by compounded BBAI 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…
all analysis · Full analysis span regression · 6 months rolling