+1,101.7%
ARES vs BTI
+131.8%
+969.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.5% |
| 7D | +0.5% | +1.6% | -1.2% | -0.1% |
| 30D | +19.7% | +9.2% | +10.4% | +16.0% |
| 3M | -9.0% | +9.6% | -18.6% | -12.0% |
| 6M | +11.5% | -2.4% | +14.0% | +11.9% |
| YTD | -13.8% | +14.2% | -28.1% | -19.3% |
| 1Y | -5.6% | +20.3% | -25.9% | -13.4% |
| 3Y | +36.1% | +147.4% | -111.3% | -9.6% |
| 5Y | +82.7% | +155.4% | -72.8% | +18.8% |
| All | +1,101.7% | +131.8% | +969.9% | +726.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling