+40.6%
BBY vs ARES
+34.3%
+6.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +0.9% |
| 7D | +0.7% | -7.7% | +8.4% | +3.2% |
| 30D | +5.8% | -8.7% | +14.5% | +8.7% |
| 3M | +18.0% | +2.8% | +15.2% | +16.1% |
| 6M | +39.8% | +23.1% | +16.8% | +28.3% |
| YTD | +35.4% | -17.3% | +52.7% | +43.0% |
| 1Y | +21.4% | -24.3% | +45.7% | +31.9% |
| All | +40.6% | +34.3% | +6.3% | +31.8% |
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 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