+33.2%
BP vs ARES
-7.5%
+40.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +1.0% |
| 7D | +3.8% | +0.5% | +3.3% | +3.9% |
| 30D | -5.3% | +19.7% | -25.0% | -3.9% |
| 3M | +9.3% | -9.0% | +18.2% | +9.1% |
| 6M | +7.2% | +11.5% | -4.3% | +8.1% |
| YTD | +38.0% | -13.8% | +51.9% | +37.1% |
| 1Y | +33.2% | -5.6% | +38.8% | +32.4% |
| All | +33.2% | -7.5% | +40.7% | +32.4% |
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