+532.9%
ARES vs BBIO
+136.9%
+396.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.7% | +1.9% | -2.3% |
| 7D | -7.7% | -3.9% | -3.8% | -7.3% |
| 30D | -8.7% | -13.4% | +4.7% | -7.3% |
| 3M | +2.8% | +7.6% | -4.7% | +1.8% |
| 6M | +23.1% | -2.4% | +25.5% | +23.0% |
| YTD | -17.3% | -5.2% | -12.0% | -17.2% |
| 1Y | -24.3% | +36.9% | -61.2% | -27.3% |
| 3Y | +34.9% | +155.2% | -120.3% | +18.6% |
| 5Y | +93.5% | +44.0% | +49.5% | +48.5% |
| All | +532.9% | +136.9% | +396.0% | +337.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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