+102.6%
ARES vs BEN
+42.4%
+60.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.9% |
| 7D | -0.3% | +4.7% | -5.0% | -3.3% |
| 30D | +1.3% | +2.6% | -1.3% | -0.5% |
| 3M | +10.4% | +11.5% | -1.1% | +2.8% |
| 6M | +29.0% | +35.3% | -6.3% | +6.0% |
| YTD | -12.2% | +48.6% | -60.8% | -31.7% |
| 1Y | -18.4% | +46.7% | -65.1% | -36.1% |
| 3Y | +43.2% | +57.0% | -13.8% | +3.2% |
| 5Y | +102.6% | +41.8% | +60.8% | +48.4% |
| All | +102.6% | +42.4% | +60.2% | +48.4% |
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