-10.6%
BITO vs ARES
+93.8%
-104.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.4% |
| 7D | -3.4% | -6.1% | +2.6% | -0.5% |
| 30D | +21.4% | -7.5% | +28.9% | +25.9% |
| 3M | +20.5% | +0.1% | +20.4% | +19.2% |
| 6M | +7.4% | +30.3% | -22.9% | -8.5% |
| YTD | -13.9% | -16.6% | +2.7% | -7.7% |
| 1Y | -35.1% | -26.1% | -9.0% | -26.5% |
| 3Y | +156.8% | +36.4% | +120.4% | +94.3% |
| All | -10.6% | +93.8% | -104.3% | -49.2% |
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