+1,127.5%
ARES vs BHP
+173.4%
+954.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.5% |
| 7D | +0.5% | -0.5% | +1.0% | +0.7% |
| 30D | +19.7% | -4.5% | +24.2% | +21.5% |
| 3M | -9.0% | -6.9% | -2.1% | -6.9% |
| 6M | +11.5% | -10.6% | +22.1% | +15.2% |
| YTD | -13.8% | +37.2% | -51.0% | -24.7% |
| 1Y | -5.6% | +48.0% | -53.6% | -19.8% |
| 3Y | +36.1% | +52.6% | -16.4% | +12.4% |
| 5Y | +82.7% | +116.5% | -33.8% | +30.7% |
| 10Y | +1,101.7% | +334.9% | +766.8% | +588.9% |
| All | +1,127.5% | +173.4% | +954.0% | +556.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling