+93.5%
ARES vs BDX
-3.5%
+96.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.1% |
| 7D | -7.7% | -5.4% | -2.3% | -5.8% |
| 30D | -8.7% | -2.2% | -6.5% | -8.0% |
| 3M | +2.8% | +20.1% | -17.2% | -4.3% |
| 6M | +23.1% | +9.1% | +14.0% | +18.7% |
| YTD | -17.3% | +17.9% | -35.1% | -22.8% |
| 1Y | -24.3% | +22.1% | -46.4% | -30.4% |
| 3Y | +34.9% | -10.5% | +45.5% | +39.7% |
| 5Y | +93.5% | -2.6% | +96.1% | +93.3% |
| All | +93.5% | -3.5% | +96.9% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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