+45.0%
ARES vs BN
+102.8%
-57.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.8% | +0.3% | +0.8% |
| 7D | +5.0% | +3.6% | +1.3% | +1.7% |
| 30D | +19.1% | +15.9% | +3.2% | +4.6% |
| 3M | +3.1% | -2.3% | +5.4% | +5.3% |
| 6M | +12.9% | -8.4% | +21.3% | +22.3% |
| YTD | -10.7% | -5.9% | -4.8% | -4.8% |
| 1Y | -5.5% | -5.6% | 0.0% | +0.3% |
| 3Y | +45.0% | +104.2% | -59.2% | +7.4% |
| All | +45.0% | +102.8% | -57.8% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling