+39.4%
ARES vs BTI
+146.0%
-106.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.1% |
| 7D | +0.8% | -3.0% | +3.8% | +1.0% |
| 30D | +16.7% | +9.8% | +6.9% | +16.3% |
| 3M | -2.6% | +9.2% | -11.8% | -3.0% |
| 6M | +13.0% | +4.0% | +8.9% | +12.8% |
| YTD | -11.7% | +12.7% | -24.4% | -12.8% |
| 1Y | -6.7% | +15.9% | -22.6% | -8.1% |
| All | +39.4% | +146.0% | -106.6% | +17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling