+55.3%
BE vs ARES
-9.0%
+64.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.1% | -12.5% | -9.1% |
| 7D | -12.1% | +10.5% | -22.7% | -16.8% |
| 30D | -30.1% | +16.8% | -46.9% | -35.8% |
| 3M | -12.1% | -3.2% | -8.9% | -11.3% |
| 6M | -30.6% | +16.4% | -47.0% | -36.2% |
| YTD | +130.6% | -12.4% | +143.0% | +140.7% |
| 1Y | +55.3% | -6.9% | +62.2% | +45.7% |
| All | +55.3% | -9.0% | +64.2% | +45.7% |
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