+93.5%
ARES vs BTG
+75.0%
+18.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.9% | +0.1% | -2.3% |
| 7D | -7.7% | -5.5% | -2.2% | -6.9% |
| 30D | -8.7% | +6.1% | -14.8% | -9.7% |
| 3M | +2.8% | +38.6% | -35.8% | -2.9% |
| 6M | +23.1% | +0.7% | +22.4% | +21.5% |
| YTD | -17.3% | +20.3% | -37.6% | -21.2% |
| 1Y | -24.3% | +25.0% | -49.3% | -29.2% |
| 3Y | +34.9% | +97.3% | -62.4% | +12.6% |
| 5Y | +93.5% | +78.3% | +15.2% | +65.2% |
| All | +93.5% | +75.0% | +18.5% | +65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling