+961.2%
ARES vs BR
+189.7%
+771.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -6.1% | -3.0% | -3.1% | -4.3% |
| 30D | -7.5% | -0.3% | -7.2% | -7.4% |
| 3M | +0.1% | +17.3% | -17.2% | -10.0% |
| 6M | +30.3% | -6.7% | +37.0% | +34.5% |
| YTD | -16.6% | -23.4% | +6.8% | -2.9% |
| 1Y | -26.1% | -32.7% | +6.6% | -6.3% |
| 3Y | +36.4% | -5.9% | +42.3% | +38.4% |
| 5Y | +95.0% | +8.4% | +86.5% | +77.6% |
| All | +961.2% | +189.7% | +771.5% | +624.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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