-22.1%
BA vs ARES
+83.4%
-105.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +1.1% | +4.5% | -3.5% | -0.8% |
| 30D | -7.9% | +15.7% | -23.7% | -13.6% |
| 3M | -25.3% | -2.0% | -23.3% | -25.0% |
| 6M | -24.6% | +10.4% | -35.0% | -28.3% |
| YTD | -20.1% | -14.2% | -5.9% | -17.0% |
| 1Y | -11.8% | -7.8% | -4.0% | -12.0% |
| 3Y | -10.1% | +41.4% | -51.5% | -32.4% |
| All | -22.1% | +83.4% | -105.5% | -50.8% |
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