+35.4%
ARES vs BTG
+94.1%
-58.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.9% | +0.1% | -2.4% |
| 7D | -7.7% | -5.5% | -2.2% | -7.0% |
| 30D | -8.7% | +6.1% | -14.8% | -9.5% |
| 3M | +2.8% | +38.6% | -35.8% | -1.9% |
| 6M | +23.1% | +0.7% | +22.4% | +21.8% |
| YTD | -17.3% | +20.3% | -37.6% | -20.5% |
| 1Y | -24.3% | +25.0% | -49.3% | -28.5% |
| All | +35.4% | +94.1% | -58.7% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling