+80.9%
ARES vs BHP
+119.3%
-38.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -2.6% |
| 7D | -0.3% | +2.5% | -2.8% | -1.3% |
| 30D | +15.3% | -5.2% | +20.5% | +17.6% |
| 3M | -5.4% | -8.7% | +3.3% | -2.3% |
| 6M | +10.0% | -6.9% | +16.9% | +12.1% |
| YTD | -14.7% | +39.0% | -53.6% | -27.1% |
| 1Y | -9.7% | +48.9% | -58.6% | -25.2% |
| 3Y | +35.8% | +55.4% | -19.6% | +7.1% |
| 5Y | +80.9% | +119.2% | -38.4% | +25.5% |
| All | +80.9% | +119.3% | -38.4% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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