+39.3%
ARES vs BR
-5.1%
+44.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -2.7% | -5.0% | +2.3% | 0.0% |
| 30D | -2.4% | -2.5% | +0.1% | -1.2% |
| 3M | +3.9% | +13.5% | -9.6% | -3.5% |
| 6M | +26.4% | -9.4% | +35.8% | +33.7% |
| YTD | -14.9% | -23.3% | +8.4% | +0.7% |
| 1Y | -20.4% | -31.6% | +11.2% | +2.4% |
| All | +39.3% | -5.1% | +44.4% | +49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling