+135.8%
BP vs ARES
+105.3%
+30.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +2.6% |
| 7D | +0.9% | -0.3% | +1.3% | +1.0% |
| 30D | +9.1% | +1.3% | +7.8% | +8.7% |
| 3M | +3.9% | +10.4% | -6.4% | +1.4% |
| 6M | +13.6% | +29.0% | -15.4% | +6.6% |
| YTD | +34.0% | -12.2% | +46.2% | +36.3% |
| 1Y | +39.2% | -18.4% | +57.6% | +43.4% |
| 3Y | +36.4% | +43.2% | -6.8% | +17.8% |
| 5Y | +135.8% | +102.6% | +33.2% | +80.6% |
| All | +135.8% | +105.3% | +30.5% | +80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling