+953.0%
ARES vs BLDR
+372.1%
+580.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.9% | +1.2% | -1.5% |
| 7D | -7.7% | -8.1% | +0.4% | -5.2% |
| 30D | -8.7% | -21.5% | +12.8% | -1.6% |
| 3M | +2.8% | -21.0% | +23.8% | +9.5% |
| 6M | +23.1% | -37.1% | +60.1% | +40.0% |
| YTD | -17.3% | -42.7% | +25.4% | -3.5% |
| 1Y | -24.3% | -58.0% | +33.7% | -3.0% |
| 3Y | +34.9% | -57.8% | +92.8% | +63.9% |
| 5Y | +93.5% | +10.3% | +83.2% | +68.6% |
| All | +953.0% | +372.1% | +580.9% | +465.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling