+9.7%
BKR vs ARES
-9.0%
+18.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +6.1% | -11.7% | -5.8% |
| 7D | -8.8% | +10.5% | -19.3% | -9.4% |
| 30D | -13.1% | +16.8% | -29.9% | -14.1% |
| 3M | -18.9% | -3.2% | -15.7% | -18.5% |
| 6M | -27.2% | +16.4% | -43.7% | -28.0% |
| YTD | +10.7% | -12.4% | +23.1% | +13.8% |
| 1Y | +9.7% | -6.9% | +16.5% | +10.8% |
| All | +9.7% | -9.0% | +18.6% | +10.8% |
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