+40.9%
BP vs ARES
-20.5%
+61.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.8% | +1.7% |
| 7D | +4.0% | -2.7% | +6.7% | +3.9% |
| 30D | +7.8% | -2.4% | +10.2% | +7.7% |
| 3M | +8.4% | +3.9% | +4.5% | +8.4% |
| 6M | +15.1% | +26.4% | -11.3% | +15.3% |
| YTD | +36.4% | -14.9% | +51.3% | +36.8% |
| 1Y | +40.9% | -20.4% | +61.3% | +40.4% |
| All | +40.9% | -20.5% | +61.5% | +40.4% |
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