+1,127.5%
ARES vs BLDR
+664.2%
+463.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.8% |
| 7D | +0.5% | -3.0% | +3.4% | +1.2% |
| 30D | +19.7% | +20.1% | -0.4% | +14.1% |
| 3M | -9.0% | -17.5% | +8.5% | -5.0% |
| 6M | +11.5% | -16.1% | +27.6% | +15.0% |
| YTD | -13.8% | -41.0% | +27.2% | -3.9% |
| 1Y | -5.6% | -41.6% | +36.0% | +5.3% |
| 3Y | +36.1% | -50.8% | +86.9% | +53.5% |
| 5Y | +82.7% | -10.8% | +93.4% | +76.4% |
| 10Y | +1,101.7% | +486.3% | +615.4% | +713.0% |
| All | +1,127.5% | +664.2% | +463.2% | +725.8% |
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