+953.0%
ARES vs BTI
+72.6%
+880.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.0% | -3.8% | -3.1% |
| 7D | -7.7% | -2.0% | -5.7% | -7.1% |
| 30D | -8.7% | -3.4% | -5.3% | -7.7% |
| 3M | +2.8% | -9.0% | +11.8% | +5.6% |
| 6M | +23.1% | -5.0% | +28.1% | +23.9% |
| YTD | -17.3% | -0.3% | -16.9% | -18.6% |
| 1Y | -24.3% | +3.1% | -27.4% | -26.6% |
| 3Y | +34.9% | +111.0% | -76.0% | -4.0% |
| 5Y | +93.5% | +117.0% | -23.5% | +35.3% |
| All | +953.0% | +72.6% | +880.4% | +634.8% |
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