+85.4%
BE vs ARES
-7.5%
+92.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.0% | -5.9% | -5.4% |
| 7D | +10.8% | +0.5% | +10.4% | +10.7% |
| 30D | -19.8% | +19.7% | -39.4% | -26.8% |
| 3M | -18.7% | -9.0% | -9.7% | -15.3% |
| 6M | -33.7% | +11.5% | -45.3% | -37.3% |
| YTD | +121.0% | -13.8% | +134.8% | +126.0% |
| 1Y | +85.4% | -5.6% | +91.0% | +87.0% |
| All | +85.4% | -7.5% | +92.9% | +87.0% |
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