-26.1%
ARES vs BTG
+25.2%
-51.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -6.1% | -3.8% | -2.3% | -5.7% |
| 30D | -7.5% | +3.6% | -11.2% | -7.9% |
| 3M | +0.1% | +32.0% | -31.9% | -3.2% |
| 6M | +30.3% | +3.4% | +26.9% | +28.6% |
| YTD | -16.6% | +20.8% | -37.4% | -19.0% |
| 1Y | -26.1% | +22.4% | -48.5% | -34.1% |
| All | -26.1% | +25.2% | -51.3% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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