+63.2%
BLK vs ARES
+34.3%
+28.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | +0.2% |
| 7D | -5.2% | -7.7% | +2.5% | -2.1% |
| 30D | -7.0% | -8.7% | +1.7% | -3.7% |
| 3M | +5.7% | +2.8% | +2.8% | +4.0% |
| 6M | +11.0% | +23.1% | -12.1% | +1.3% |
| YTD | +0.9% | -17.3% | +18.1% | +6.9% |
| 1Y | -1.6% | -24.3% | +22.7% | +7.4% |
| All | +63.2% | +34.3% | +28.9% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling