+1,087.8%
ARES vs BRKR
+165.2%
+922.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -6.1% | -8.7% | +2.6% | -3.4% |
| 30D | -7.5% | -9.9% | +2.3% | -4.7% |
| 3M | +0.1% | -3.1% | +3.2% | -1.5% |
| 6M | +30.3% | +45.5% | -15.2% | +9.9% |
| YTD | -16.6% | +13.7% | -30.3% | -23.8% |
| 1Y | -26.1% | +67.4% | -93.5% | -41.6% |
| 3Y | +36.4% | -13.2% | +49.6% | +27.1% |
| 5Y | +95.0% | -39.5% | +134.5% | +102.5% |
| 10Y | +977.4% | +153.5% | +824.0% | +678.0% |
| All | +1,087.8% | +165.2% | +922.6% | +755.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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