+1,150.8%
ARES vs BDX
+153.8%
+997.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | +0.2% |
| 7D | -0.3% | -4.3% | +3.9% | +1.5% |
| 30D | +1.3% | +1.3% | 0.0% | +0.7% |
| 3M | +10.4% | +20.2% | -9.9% | +1.8% |
| 6M | +29.0% | +8.6% | +20.4% | +24.0% |
| YTD | -12.2% | +19.0% | -31.2% | -19.0% |
| 1Y | -18.4% | +21.2% | -39.6% | -25.5% |
| 3Y | +43.2% | -9.7% | +52.9% | +45.5% |
| 5Y | +102.6% | -3.4% | +106.0% | +97.7% |
| 10Y | +1,029.6% | +53.9% | +975.8% | +827.3% |
| All | +1,150.8% | +153.8% | +997.0% | +929.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling