+1,251.0%
BE vs ARES
+105.3%
+1,145.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.1% | +10.7% | +10.5% |
| 7D | +29.8% | -0.3% | +30.1% | +30.1% |
| 30D | +26.4% | +1.3% | +25.1% | +24.3% |
| 3M | +9.3% | +10.4% | -1.0% | -0.6% |
| 6M | +105.1% | +29.0% | +76.1% | +60.3% |
| YTD | +219.0% | -12.2% | +231.2% | +240.4% |
| 1Y | +418.8% | -18.4% | +437.2% | +490.9% |
| 3Y | +1,784.6% | +43.2% | +1,741.4% | +1,102.9% |
| 5Y | +1,251.0% | +102.6% | +1,148.4% | +501.9% |
| All | +1,251.0% | +105.3% | +1,145.7% | +501.9% |
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 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