+102.6%
ARES vs BN
+35.3%
+67.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | +1.1% |
| 7D | -0.3% | -1.2% | +0.8% | +0.7% |
| 30D | +1.3% | -10.9% | +12.2% | +11.7% |
| 3M | +10.4% | -11.1% | +21.4% | +22.4% |
| 6M | +29.0% | -4.4% | +33.4% | +35.1% |
| YTD | -12.2% | -14.1% | +1.9% | +1.0% |
| 1Y | -18.4% | -11.1% | -7.4% | -8.8% |
| 3Y | +43.2% | +75.6% | -32.4% | -7.3% |
| 5Y | +102.6% | +35.8% | +66.8% | +64.9% |
| All | +102.6% | +35.3% | +67.3% | +64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling