-20.6%
BA vs ARES
+88.1%
-108.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | 0.0% | +8.1% | -8.1% | -3.2% |
| 30D | -8.9% | +18.9% | -27.9% | -15.5% |
| 3M | -25.5% | +2.3% | -27.9% | -26.6% |
| 6M | -27.0% | +12.7% | -39.7% | -31.2% |
| YTD | -20.1% | -10.8% | -9.4% | -18.4% |
| 1Y | -11.0% | -5.3% | -5.7% | -12.2% |
| 3Y | -11.8% | +42.0% | -53.9% | -33.6% |
| 5Y | -20.6% | +88.3% | -108.9% | -49.6% |
| All | -20.6% | +88.1% | -108.7% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling