-6.9%
ARES vs BLDR
-38.1%
+31.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +9.3% | -3.1% | +3.4% |
| 7D | +10.5% | +24.4% | -13.9% | +3.6% |
| 30D | +16.8% | +24.9% | -8.1% | +9.2% |
| 3M | -3.2% | -7.8% | +4.6% | -2.0% |
| 6M | +16.4% | -5.8% | +22.2% | +15.2% |
| YTD | -12.4% | -32.5% | +20.1% | -4.1% |
| 1Y | -6.9% | -36.7% | +29.8% | +3.2% |
| All | -6.9% | -38.1% | +31.2% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1y: compounded portfolio wealth divided by compounded BLDR 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…
1y analysis · Full analysis span regression · 6 months rolling