+1,101.7%
ARES vs BWA
+94.2%
+1,007.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +0.5% | +4.3% | -3.8% | -1.2% |
| 30D | +19.7% | -13.0% | +32.7% | +25.9% |
| 3M | -9.0% | -24.8% | +15.8% | +1.1% |
| 6M | +11.5% | -23.5% | +35.1% | +22.2% |
| YTD | -13.8% | +13.8% | -27.7% | -21.6% |
| 1Y | -5.6% | +13.4% | -19.0% | -14.1% |
| 3Y | +36.1% | +62.8% | -26.6% | +3.2% |
| 5Y | +82.7% | +28.5% | +54.2% | +48.7% |
| All | +1,101.7% | +94.2% | +1,007.4% | +640.0% |
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