-6.7%
ARES vs BEN
+68.9%
-75.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +0.8% | +7.2% | -6.4% | -5.2% |
| 30D | +16.7% | +14.1% | +2.6% | +3.9% |
| 3M | -2.6% | +9.9% | -12.6% | -10.5% |
| 6M | +13.0% | +17.4% | -4.4% | -2.2% |
| YTD | -11.7% | +57.3% | -69.0% | -40.2% |
| 1Y | -6.7% | +66.9% | -73.6% | -40.3% |
| All | -6.7% | +68.9% | -75.5% | -40.3% |
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 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