+1,148.2%
ARES vs BBWI
-44.4%
+1,192.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +8.1% | -4.2% | +12.4% | +9.2% |
| 30D | +18.9% | +24.9% | -5.9% | +13.1% |
| 3M | +2.3% | +13.2% | -10.9% | -1.2% |
| 6M | +12.7% | +12.1% | +0.6% | +8.2% |
| YTD | -10.8% | +11.1% | -21.8% | -14.8% |
| 1Y | -5.3% | +0.7% | -6.0% | -8.7% |
| 3Y | +42.0% | -23.8% | +65.8% | +40.6% |
| 5Y | +88.3% | -66.9% | +155.2% | +114.5% |
| 10Y | +1,148.2% | -45.3% | +1,193.6% | +855.6% |
| All | +1,148.2% | -44.4% | +1,192.6% | +855.6% |
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