+97.0%
ARES vs BHP
+126.1%
-29.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.3% | -3.2% |
| 7D | -2.7% | +0.9% | -3.6% | -3.0% |
| 30D | -2.4% | +4.0% | -6.4% | -4.1% |
| 3M | +3.9% | +11.3% | -7.3% | -0.9% |
| 6M | +26.4% | +29.3% | -2.9% | +13.0% |
| YTD | -14.9% | +59.2% | -74.1% | -30.7% |
| 1Y | -20.4% | +80.8% | -101.3% | -38.7% |
| 3Y | +38.8% | +88.0% | -49.2% | +2.3% |
| 5Y | +97.0% | +126.6% | -29.7% | +39.7% |
| All | +97.0% | +126.1% | -29.1% | +39.7% |
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