+1,127.5%
ARES vs BTG
+119.1%
+1,008.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.1% |
| 7D | +0.5% | -9.1% | +9.5% | +1.3% |
| 30D | +19.7% | -1.6% | +21.3% | +19.7% |
| 3M | -9.0% | -2.8% | -6.2% | -8.9% |
| 6M | +11.5% | -7.6% | +19.2% | +11.6% |
| YTD | -13.8% | +10.2% | -24.1% | -15.4% |
| 1Y | -5.6% | +21.3% | -26.8% | -8.0% |
| 3Y | +36.1% | +82.7% | -46.6% | +26.7% |
| 5Y | +82.7% | +30.8% | +51.9% | +72.2% |
| 10Y | +1,101.7% | +163.7% | +938.0% | +1,005.7% |
| All | +1,127.5% | +119.1% | +1,008.3% | +985.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling