+1,164.6%
ARES vs BLDR
+728.6%
+436.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.6% |
| 7D | -1.7% | -2.8% | +1.2% | -1.0% |
| 30D | +0.3% | -13.3% | +13.5% | +3.7% |
| 3M | +8.5% | -12.3% | +20.7% | +11.1% |
| 6M | +23.5% | -31.5% | +54.9% | +33.7% |
| YTD | -11.2% | -36.1% | +24.8% | -2.6% |
| 1Y | -19.3% | -54.1% | +34.8% | -4.5% |
| 3Y | +48.7% | -55.8% | +104.4% | +71.6% |
| 5Y | +106.5% | +20.7% | +85.8% | +87.9% |
| 10Y | +1,055.3% | +390.2% | +665.1% | +683.9% |
| All | +1,164.6% | +728.6% | +436.0% | +737.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling