-5.6%
ARES vs BBWI
+0.1%
-5.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.7% |
| 7D | +0.5% | +0.1% | +0.3% | +0.5% |
| 30D | +19.7% | +12.9% | +6.8% | +17.6% |
| 3M | -9.0% | +16.0% | -25.0% | -11.3% |
| 6M | +11.5% | +16.6% | -5.1% | +7.6% |
| YTD | -13.8% | +9.7% | -23.6% | -15.0% |
| 1Y | -5.6% | +1.5% | -7.1% | -6.8% |
| All | -5.6% | +0.1% | -5.7% | -6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling