+87.4%
ARES vs BBWI
-67.1%
+154.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.9% | +2.3% | +3.7% |
| 7D | +5.0% | -6.2% | +11.1% | +6.8% |
| 30D | +19.1% | +25.5% | -6.4% | +11.9% |
| 3M | +3.1% | +8.0% | -4.9% | 0.0% |
| 6M | +12.9% | +12.7% | +0.2% | +7.1% |
| YTD | -10.7% | +11.6% | -22.3% | -15.7% |
| 1Y | -5.5% | -0.9% | -4.6% | -9.2% |
| 3Y | +45.0% | -22.7% | +67.7% | +40.3% |
| 5Y | +87.4% | -67.2% | +154.6% | +147.6% |
| All | +87.4% | -67.1% | +154.5% | +147.6% |
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 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