+80.4%
BP vs ARES
+1,204.3%
-1,123.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.0% | -0.9% |
| 7D | -6.9% | +5.0% | -11.9% | -8.1% |
| 30D | -3.6% | +19.1% | -22.7% | -8.0% |
| 3M | +8.4% | +3.1% | +5.4% | +6.9% |
| 6M | +5.3% | +12.9% | -7.5% | +0.6% |
| YTD | +33.2% | -10.7% | +43.8% | +33.6% |
| 1Y | +28.2% | -5.5% | +33.7% | +26.2% |
| 3Y | +49.2% | +45.0% | +4.2% | +24.9% |
| 5Y | +102.9% | +87.4% | +15.5% | +51.6% |
| 10Y | +127.7% | +1,267.4% | -1,139.7% | +0.2% |
| All | +80.4% | +1,204.3% | -1,123.9% | -24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling