+999.8%
ARES vs BWA
+142.7%
+857.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.5% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | -2.4% | -5.6% | +3.2% | -0.4% |
| 3M | +3.9% | -10.7% | +14.6% | +8.1% |
| 6M | +26.4% | +23.2% | +3.2% | +14.5% |
| YTD | -14.9% | +46.0% | -60.9% | -29.3% |
| 1Y | -20.4% | +51.2% | -71.6% | -35.1% |
| 3Y | +38.8% | +69.6% | -30.8% | +4.5% |
| 5Y | +97.0% | +86.6% | +10.4% | +40.1% |
| 10Y | +999.8% | +152.3% | +847.5% | +544.2% |
| All | +999.8% | +142.7% | +857.1% | +544.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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