+999.8%
ARES vs BBWI
-58.2%
+1,058.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.2% | -1.7% |
| 7D | -2.7% | -4.4% | +1.8% | -1.7% |
| 30D | -2.4% | -7.4% | +5.0% | -1.1% |
| 3M | +3.9% | -2.2% | +6.1% | +3.5% |
| 6M | +26.4% | -16.3% | +42.7% | +29.3% |
| YTD | -14.9% | -9.1% | -5.7% | -14.7% |
| 1Y | -20.4% | -34.5% | +14.1% | -15.3% |
| 3Y | +38.8% | -47.0% | +85.7% | +49.2% |
| 5Y | +97.0% | -68.8% | +165.8% | +129.4% |
| 10Y | +999.8% | -57.4% | +1,057.1% | +830.4% |
| All | +999.8% | -58.2% | +1,058.0% | +830.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling