+102.6%
ARES vs BBWI
-66.8%
+169.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.2% |
| 7D | -0.3% | +1.6% | -1.9% | -0.8% |
| 30D | +1.3% | -6.2% | +7.5% | +2.5% |
| 3M | +10.4% | +4.3% | +6.0% | +7.8% |
| 6M | +29.0% | -7.2% | +36.2% | +28.8% |
| YTD | -12.2% | -3.0% | -9.2% | -13.6% |
| 1Y | -18.4% | -30.8% | +12.3% | -12.9% |
| 3Y | +43.2% | -43.4% | +86.6% | +52.9% |
| 5Y | +102.6% | -66.7% | +169.3% | +164.1% |
| All | +102.6% | -66.8% | +169.4% | +164.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling