+911.5%
BE vs ARES
+781.9%
+129.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.3% | +8.1% |
| 7D | +20.0% | -1.7% | +21.6% | +21.5% |
| 30D | +7.9% | +0.3% | +7.6% | +7.2% |
| 3M | -13.2% | +8.5% | -21.7% | -19.6% |
| 6M | +53.5% | +23.5% | +30.0% | +26.1% |
| YTD | +191.0% | -11.2% | +202.2% | +206.0% |
| 1Y | +360.5% | -19.3% | +379.8% | +424.1% |
| 3Y | +1,568.0% | +48.7% | +1,519.4% | +991.6% |
| 5Y | +1,055.2% | +106.5% | +948.7% | +475.1% |
| All | +911.5% | +781.9% | +129.6% | +64.9% |
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