+1,101.7%
ARES vs BIDU
-51.3%
+1,153.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | +0.5% | -4.6% | +5.0% | +1.5% |
| 30D | +19.7% | -4.5% | +24.2% | +20.9% |
| 3M | -9.0% | -25.4% | +16.4% | -3.3% |
| 6M | +11.5% | -48.1% | +59.6% | +27.8% |
| YTD | -13.8% | -40.2% | +26.4% | -5.1% |
| 1Y | -5.6% | -35.2% | +29.6% | +1.8% |
| 3Y | +36.1% | -27.1% | +63.2% | +36.7% |
| 5Y | +82.7% | -54.2% | +136.9% | +93.6% |
| All | +1,101.7% | -51.3% | +1,153.0% | +1,135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling