+88.3%
ARES vs BEN
+30.9%
+57.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.9% |
| 7D | +8.1% | +12.1% | -4.0% | -0.2% |
| 30D | +18.9% | +13.4% | +5.5% | +8.9% |
| 3M | +2.3% | +9.4% | -7.0% | -4.0% |
| 6M | +12.7% | +19.3% | -6.5% | -0.2% |
| YTD | -10.8% | +57.3% | -68.0% | -34.2% |
| 1Y | -5.3% | +69.1% | -74.4% | -33.5% |
| 3Y | +42.0% | +85.6% | -43.6% | -11.4% |
| 5Y | +88.3% | +32.9% | +55.3% | +42.1% |
| All | +88.3% | +30.9% | +57.4% | +42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling