+1,089.9%
ARES vs BEN
+58.0%
+1,031.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.7% |
| 7D | -0.3% | +11.3% | -11.7% | -6.0% |
| 30D | +15.3% | +15.0% | +0.3% | +6.8% |
| 3M | -5.4% | +7.8% | -13.2% | -9.3% |
| 6M | +10.0% | +15.5% | -5.5% | +1.9% |
| YTD | -14.7% | +55.4% | -70.1% | -32.3% |
| 1Y | -9.7% | +63.3% | -73.0% | -30.1% |
| 3Y | +35.8% | +83.4% | -47.6% | -3.5% |
| 5Y | +80.9% | +28.1% | +52.8% | +50.6% |
| All | +1,089.9% | +58.0% | +1,031.9% | +668.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling