+1,148.2%
ARES vs BN
+280.2%
+868.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.9% |
| 7D | +8.1% | +4.3% | +3.8% | +4.9% |
| 30D | +18.9% | +14.3% | +4.6% | +8.0% |
| 3M | +2.3% | -4.1% | +6.4% | +5.7% |
| 6M | +12.7% | -9.7% | +22.4% | +22.0% |
| YTD | -10.8% | -7.1% | -3.6% | -4.5% |
| 1Y | -5.3% | -7.4% | +2.1% | +1.4% |
| 3Y | +42.0% | +102.3% | -60.3% | -10.5% |
| 5Y | +88.3% | +35.9% | +52.3% | +52.6% |
| 10Y | +1,148.2% | +289.2% | +859.0% | +496.5% |
| All | +1,148.2% | +280.2% | +868.0% | +496.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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