-6.9%
ARES vs BTDR
-69.9%
+63.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.6% | +11.8% | +6.8% |
| 7D | +10.5% | -17.6% | +28.1% | +12.7% |
| 30D | +16.8% | -40.3% | +57.1% | +23.9% |
| 3M | -3.2% | -42.6% | +39.4% | +2.2% |
| 6M | +16.4% | -46.3% | +62.7% | +19.9% |
| YTD | -12.4% | -41.7% | +29.4% | -12.3% |
| 1Y | -6.9% | -69.4% | +62.5% | -1.1% |
| All | -6.9% | -69.9% | +63.0% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling