+82.8%
ARES vs BTDR
-44.0%
+126.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -8.6% | +9.6% | +1.7% |
| 7D | +0.5% | -6.9% | +7.4% | +0.9% |
| 30D | +19.7% | -31.5% | +51.2% | +22.5% |
| 3M | -9.0% | -36.1% | +27.1% | -6.7% |
| 6M | +11.5% | -57.6% | +69.2% | +16.7% |
| YTD | -13.8% | -50.0% | +36.2% | -11.9% |
| 1Y | -5.6% | -49.6% | +44.0% | -3.7% |
| 3Y | +36.1% | +48.5% | -12.4% | +28.1% |
| All | +82.8% | -44.0% | +126.8% | +65.6% |
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