+439.8%
BBY vs ARES
+1,196.0%
-756.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.1% | +3.5% |
| 7D | +9.5% | -1.7% | +11.2% | +10.0% |
| 30D | +6.8% | +0.3% | +6.6% | +6.5% |
| 3M | +28.9% | +8.5% | +20.4% | +24.2% |
| 6M | +37.8% | +23.5% | +14.3% | +25.7% |
| YTD | +38.7% | -11.2% | +50.0% | +41.3% |
| 1Y | +23.7% | -19.3% | +43.0% | +29.7% |
| 3Y | +39.1% | +48.7% | -9.5% | +14.7% |
| 5Y | -0.4% | +106.5% | -106.9% | -28.8% |
| 10Y | +234.0% | +1,055.3% | -821.3% | +54.0% |
| All | +439.8% | +1,196.0% | -756.2% | +134.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling