+999.8%
ARES vs BEN
+53.7%
+946.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.5% | -2.3% |
| 7D | -2.7% | +3.4% | -6.0% | -4.4% |
| 30D | -2.4% | +1.8% | -4.2% | -3.3% |
| 3M | +3.9% | +8.4% | -4.5% | -0.3% |
| 6M | +26.4% | +35.6% | -9.2% | +8.1% |
| YTD | -14.9% | +46.4% | -61.2% | -29.7% |
| 1Y | -20.4% | +46.3% | -66.7% | -34.3% |
| 3Y | +38.8% | +54.6% | -15.8% | +8.6% |
| 5Y | +97.0% | +39.4% | +57.6% | +59.5% |
| 10Y | +999.8% | +57.6% | +942.2% | +659.3% |
| All | +999.8% | +53.7% | +946.1% | +659.3% |
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