-10.8%
BA vs ARES
+43.8%
-54.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.8% | -1.9% |
| 7D | -1.7% | +5.0% | -6.7% | -3.3% |
| 30D | -9.5% | +19.1% | -28.5% | -14.5% |
| 3M | -26.5% | +3.1% | -29.5% | -27.4% |
| 6M | -27.4% | +12.9% | -40.2% | -30.5% |
| YTD | -20.6% | -10.7% | -10.0% | -19.0% |
| 1Y | -11.4% | -5.5% | -5.9% | -12.0% |
| 3Y | -10.8% | +45.0% | -55.8% | -22.9% |
| All | -10.8% | +43.8% | -54.6% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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