+97.0%
ARES vs BTDR
+24.7%
+72.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.8% |
| 7D | -2.7% | +14.8% | -17.5% | -3.8% |
| 30D | -2.4% | +41.8% | -44.2% | -5.5% |
| 3M | +3.9% | -29.2% | +33.1% | +5.7% |
| 6M | +26.4% | +66.2% | -39.8% | +18.6% |
| YTD | -14.9% | +10.0% | -24.9% | -17.7% |
| 1Y | -20.4% | -11.0% | -9.4% | -23.0% |
| 3Y | +38.8% | +6.9% | +31.8% | +24.9% |
| 5Y | +97.0% | +24.7% | +72.3% | +68.2% |
| All | +97.0% | +24.7% | +72.3% | +68.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling