+120.2%
BKR vs ARES
+979.8%
-859.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.3% | -0.9% |
| 7D | -7.0% | -6.1% | -0.9% | -4.7% |
| 30D | -8.1% | -7.5% | -0.6% | -5.6% |
| 3M | -6.6% | +0.1% | -6.7% | -7.5% |
| 6M | +0.9% | +30.3% | -29.4% | -11.0% |
| YTD | +31.1% | -16.6% | +47.7% | +36.5% |
| 1Y | +27.7% | -26.1% | +53.8% | +38.7% |
| 3Y | +71.2% | +36.4% | +34.8% | +40.4% |
| 5Y | +177.6% | +95.0% | +82.7% | +87.3% |
| All | +120.2% | +979.8% | -859.7% | -17.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling