+23.7%
BBY vs ARES
-18.2%
+41.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.1% | +3.4% |
| 7D | +9.5% | -1.7% | +11.2% | +9.8% |
| 30D | +6.8% | +0.3% | +6.6% | +6.6% |
| 3M | +28.9% | +8.5% | +20.4% | +26.5% |
| 6M | +37.8% | +23.5% | +14.3% | +31.2% |
| YTD | +38.7% | -11.2% | +50.0% | +44.6% |
| 1Y | +23.7% | -19.3% | +43.0% | +23.2% |
| All | +23.7% | -18.2% | +41.9% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling