-0.5%
BBY vs ARES
+90.2%
-90.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +1.1% |
| 7D | +0.7% | -7.7% | +8.4% | +3.7% |
| 30D | +5.8% | -8.7% | +14.5% | +9.2% |
| 3M | +18.0% | +2.8% | +15.2% | +15.7% |
| 6M | +39.8% | +23.1% | +16.8% | +26.5% |
| YTD | +35.4% | -17.3% | +52.7% | +42.7% |
| 1Y | +21.4% | -24.3% | +45.7% | +31.9% |
| 3Y | +39.5% | +34.9% | +4.6% | +14.6% |
| 5Y | -0.5% | +93.5% | -94.0% | -32.3% |
| All | -0.5% | +90.2% | -90.7% | -32.3% |
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