-9.7%
ARES vs BEN
+64.2%
-73.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.3% |
| 7D | -0.3% | +11.3% | -11.7% | -9.2% |
| 30D | +15.3% | +15.0% | +0.3% | +1.8% |
| 3M | -5.4% | +7.8% | -13.2% | -11.6% |
| 6M | +10.0% | +15.5% | -5.5% | -3.4% |
| YTD | -14.7% | +55.4% | -70.1% | -41.7% |
| 1Y | -9.7% | +63.3% | -73.0% | -41.2% |
| All | -9.7% | +64.2% | -73.9% | -41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling