-24.3%
ARES vs BLDR
-58.4%
+34.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.9% | +1.2% | -1.7% |
| 7D | -7.7% | -8.1% | +0.4% | -5.5% |
| 30D | -8.7% | -21.5% | +12.8% | -2.5% |
| 3M | +2.8% | -21.0% | +23.8% | +7.9% |
| 6M | +23.1% | -37.1% | +60.1% | +37.2% |
| YTD | -17.3% | -42.7% | +25.4% | -5.1% |
| 1Y | -24.3% | -58.0% | +33.7% | -6.7% |
| All | -24.3% | -58.4% | +34.2% | -6.7% |
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