+1,157.4%
ARES vs BN
+393.4%
+764.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.6% |
| 7D | +0.8% | -2.4% | +3.2% | +2.4% |
| 30D | +16.7% | +13.5% | +3.2% | +7.3% |
| 3M | -2.6% | -5.9% | +3.3% | +1.7% |
| 6M | +13.0% | -8.9% | +21.9% | +21.0% |
| YTD | -11.7% | -7.9% | -3.9% | -5.4% |
| 1Y | -6.7% | -8.3% | +1.6% | +0.2% |
| 3Y | +40.5% | +100.8% | -60.3% | -6.7% |
| 5Y | +88.2% | +38.2% | +50.0% | +54.8% |
| 10Y | +1,131.0% | +302.3% | +828.6% | +529.4% |
| All | +1,157.4% | +393.4% | +764.0% | +537.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling