+97.0%
ARES vs BIDU
-42.3%
+139.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -3.0% |
| 7D | -2.7% | -2.4% | -0.2% | -2.2% |
| 30D | -2.4% | -16.0% | +13.6% | +0.8% |
| 3M | +3.9% | -24.0% | +27.9% | +9.4% |
| 6M | +26.4% | -24.9% | +51.2% | +32.6% |
| YTD | -14.9% | -29.6% | +14.7% | -9.8% |
| 1Y | -20.4% | -15.2% | -5.3% | -20.1% |
| 3Y | +38.8% | -32.2% | +71.0% | +42.5% |
| 5Y | +97.0% | -43.8% | +140.7% | +99.6% |
| All | +97.0% | -42.3% | +139.2% | +99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling